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 | $49,851 | $94,625-47.3% | $116,228-57.1% | $84,808-41.2% |
| Participation rate | 95.5% | 70.4%+25.0pp | 74.6%+20.9pp | 68.3%+27.1pp |
| Annual return | 16.84% | 20.40%-3.6pp | 90.06%-73.2pp | 40.90%-24.1pp |
| Employer contribution / active EE | $1,728 | $2,347-26.4% | $2,994-42.3% | $2,631-34.3% |
| Participant deferral / active EE | $5,247 | $3,972+32.1% | $4,953+5.9% | $4,212+24.6% |
| Admin fee / account holder | $2,706 | $10,091-73.2% | $11,989-77.4% | $7,344-63.2% |