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 | $35,757 | $54,045-33.8% | $115,157-68.9% | $65,185-45.1% |
| Participation rate | 72.4% | 63.5%+8.8pp | 75.9%-3.5pp | 70.2%+2.2pp |
| Annual return | 25.77% | 26.55%-0.8pp | 35.60%-9.8pp | 29.38%-3.6pp |
| Employer contribution / active EE | $1,259 | $1,653-23.8% | $3,179-60.4% | $2,177-42.2% |
| Participant deferral / active EE | $3,165 | $2,504+26.4% | $4,168-24.1% | $3,514-9.9% |
| Admin fee / account holder | $2,958 | $626+372.9% | $7,088-58.3% | $847+249.2% |