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 | $28,455 | $58,828-51.6% | $77,999-63.5% | $62,891-54.8% |
| Participation rate | 97.8% | 71.1%+26.8pp | 75.5%+22.3pp | 69.3%+28.5pp |
| Annual return | 7.58% | 17.16%-9.6pp | 425.96%-418.4pp | 20.14%-12.6pp |
| Employer contribution / active EE | $1,616 | $1,672-3.3% | $2,470-34.6% | $2,281-29.1% |
| Participant deferral / active EE | $1,595 | $2,686-40.6% | $3,497-54.4% | $3,203-50.2% |
| Admin fee / account holder | $3,529 | $4,393-19.7% | $5,480-35.6% | $4,296-17.8% |