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 | $56,618 | $80,968-30.1% | $96,544-41.4% | $75,163-24.7% |
| Participation rate | 90.4% | 71.8%+18.6pp | 76.0%+14.4pp | 67.2%+23.2pp |
| Annual return | 15.93% | 27.06%-11.1pp | 25.84%-9.9pp | 160.62%-144.7pp |
| Employer contribution / active EE | $1,954 | $2,282-14.4% | $2,965-34.1% | $2,670-26.8% |
| Participant deferral / active EE | $3,816 | $3,928-2.9% | $4,851-21.3% | $4,125-7.5% |
| Admin fee / account holder | $5,475 | $6,724-18.6% | $8,252-33.7% | $5,651-3.1% |