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 | $46,136 | $82,882-44.3% | $127,761-63.9% | $72,985-36.8% |
| Participation rate | 96.2% | 71.5%+24.7pp | 79.0%+17.2pp | 69.5%+26.7pp |
| Annual return | 23.75% | 32.20%-8.5pp | 26.14%-2.4pp | 81.00%-57.3pp |
| Employer contribution / active EE | $1,930 | $3,346-42.3% | $4,574-57.8% | $2,440-20.9% |
| Participant deferral / active EE | $4,057 | $4,791-15.3% | $6,021-32.6% | $3,607+12.5% |
| Admin fee / account holder | $1,113 | $6,487-82.8% | $9,395-88.2% | $5,124-78.3% |