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 | $47,627 | $94,625-49.7% | $116,228-59.0% | $84,808-43.8% |
| Participation rate | 91.1% | 70.4%+20.6pp | 74.6%+16.5pp | 68.3%+22.8pp |
| Annual return | 13.70% | 20.40%-6.7pp | 90.06%-76.4pp | 40.90%-27.2pp |
| Employer contribution / active EE | $1,577 | $2,347-32.8% | $2,994-47.3% | $2,631-40.0% |
| Participant deferral / active EE | $2,953 | $3,972-25.7% | $4,953-40.4% | $4,212-29.9% |
| Admin fee / account holder | $3,749 | $10,091-62.8% | $11,989-68.7% | $7,344-48.9% |