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 | $50,118 | $77,896-35.7% | $134,172-62.6% | $82,448-39.2% |
| Participation rate | 90.3% | 62.8%+27.5pp | 72.5%+17.9pp | 68.1%+22.3pp |
| Annual return | 13.13% | 18.21%-5.1pp | 25.30%-12.2pp | 41.64%-28.5pp |
| Employer contribution / active EE | $3,510 | $2,159+62.5% | $3,420+2.6% | $2,551+37.6% |
| Participant deferral / active EE | $2,425 | $3,162-23.3% | $4,690-48.3% | $4,139-41.4% |
| Admin fee / account holder | $2,023 | $6,336-68.1% | $12,016-83.2% | $7,234-72.0% |