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 | $50,430 | $52,580-4.1% | $71,671-29.6% | $70,131-28.1% |
| Participation rate | 90.6% | 60.9%+29.7pp | 68.7%+21.8pp | 69.5%+21.0pp |
| Annual return | 17.21% | 20.25%-3.0pp | 20.65%-3.4pp | 73.14%-55.9pp |
| Employer contribution / active EE | $874 | $1,616-45.9% | $2,460-64.5% | $2,342-62.7% |
| Participant deferral / active EE | $3,260 | $2,386+36.6% | $3,438-5.2% | $3,332-2.2% |
| Admin fee / account holder | $14,192 | $3,653+288.5% | $5,558+155.3% | $4,645+205.5% |