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 | $35,010 | $80,717-56.6% | $154,803-77.4% | $84,808-58.7% |
| Participation rate | 95.7% | 66.8%+28.8pp | 78.1%+17.6pp | 68.3%+27.3pp |
| Annual return | 20.37% | 37.96%-17.6pp | 58.88%-38.5pp | 40.90%-20.5pp |
| Employer contribution / active EE | $1,761 | $2,761-36.2% | $4,305-59.1% | $2,631-33.1% |
| Participant deferral / active EE | $2,714 | $3,303-17.8% | $5,540-51.0% | $4,212-35.6% |
| Admin fee / account holder | $3,742 | $6,746-44.5% | $14,329-73.9% | $7,344-49.1% |