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 | $49,350 | $58,512-15.7% | $84,015-41.3% | $72,985-32.4% |
| Participation rate | 93.8% | 61.2%+32.5pp | 69.0%+24.7pp | 69.5%+24.3pp |
| Annual return | 23.07% | 28.93%-5.9pp | 71.31%-48.2pp | 81.00%-57.9pp |
| Employer contribution / active EE | $1,323 | $1,163+13.8% | $1,983-33.3% | $2,440-45.8% |
| Participant deferral / active EE | $3,773 | $2,394+57.6% | $3,239+16.5% | $3,607+4.6% |
| Admin fee / account holder | $10,668 | $4,569+133.5% | $6,101+74.9% | $5,124+108.2% |