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 | $69,294 | $86,929-20.3% | $102,423-32.3% | $80,856-14.3% |
| Participation rate | 95.6% | 72.4%+23.2pp | 76.5%+19.1pp | 67.6%+27.9pp |
| Annual return | 10.82% | 18.88%-8.1pp | 29.32%-18.5pp | 35.59%-24.8pp |
| Employer contribution / active EE | $1,747 | $2,369-26.2% | $3,023-42.2% | $2,755-36.6% |
| Participant deferral / active EE | $2,767 | $4,118-32.8% | $5,053-45.2% | $4,296-35.6% |
| Admin fee / account holder | $1,525 | $8,049-81.1% | $9,451-83.9% | $6,918-78.0% |