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 | $51,553 | $64,348-19.9% | $90,160-42.8% | $70,131-26.5% |
| Participation rate | 89.8% | 70.4%+19.4pp | 76.9%+12.9pp | 69.5%+20.3pp |
| Annual return | 17.80% | 28.13%-10.3pp | 34.88%-17.1pp | 73.14%-55.3pp |
| Employer contribution / active EE | $350 | $2,046-82.9% | $3,318-89.5% | $2,342-85.1% |
| Participant deferral / active EE | $3,255 | $4,389-25.8% | $5,288-38.4% | $3,332-2.3% |
| Admin fee / account holder | $1,181 | $3,944-70.1% | $5,943-80.1% | $4,645-74.6% |