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 | $54,345 | $68,719-20.9% | $91,541-40.6% | $84,808-35.9% |
| Participation rate | 87.5% | 64.5%+23.0pp | 69.8%+17.7pp | 68.3%+19.2pp |
| Annual return | 13.37% | 19.12%-5.7pp | 20.50%-7.1pp | 40.90%-27.5pp |
| Employer contribution / active EE | $1,902 | $1,920-0.9% | $2,505-24.1% | $2,631-27.7% |
| Participant deferral / active EE | $3,943 | $3,136+25.7% | $4,008-1.6% | $4,212-6.4% |
| Admin fee / account holder | $1,334 | $5,786-76.9% | $6,956-80.8% | $7,344-81.8% |