See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $47,526 | $57,590-17.5% | $86,233-44.9% | $82,448-42.4% |
| Participation rate | 94.1% | 57.9%+36.3pp | 69.0%+25.1pp | 68.1%+26.0pp |
| Annual return | 17.20% | 22.41%-5.2pp | 61.39%-44.2pp | 41.64%-24.4pp |
| Employer contribution / active EE | $1,379 | $1,655-16.7% | $2,504-44.9% | $2,551-45.9% |
| Participant deferral / active EE | $3,683 | $3,080+19.6% | $4,559-19.2% | $4,139-11.0% |
| Admin fee / account holder | $1,181 | $4,730-75.0% | $8,342-85.8% | $7,234-83.7% |