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 | $27,303 | $45,073-39.4% | $69,455-60.7% | $72,985-62.6% |
| Participation rate | 90.5% | 68.5%+22.0pp | 74.6%+15.9pp | 69.5%+21.0pp |
| Annual return | 20.36% | 22.65%-2.3pp | 28.97%-8.6pp | 81.00%-60.6pp |
| Employer contribution / active EE | $1,545 | $2,054-24.8% | $2,779-44.4% | $2,440-36.7% |
| Participant deferral / active EE | $1,976 | $2,602-24.1% | $3,535-44.1% | $3,607-45.2% |
| Admin fee / account holder | $2,188 | $3,056-28.4% | $3,839-43.0% | $5,124-57.3% |