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 | $39,755 | $45,073-11.8% | $69,455-42.8% | $72,985-45.5% |
| Participation rate | 88.4% | 68.5%+19.9pp | 74.6%+13.8pp | 69.5%+18.9pp |
| Annual return | 22.32% | 22.65%-0.3pp | 28.97%-6.7pp | 81.00%-58.7pp |
| Employer contribution / active EE | $0 | $2,054-100.0% | $2,779-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $5,078 | $2,602+95.2% | $3,535+43.6% | $3,607+40.8% |
| Admin fee / account holder | $5,787 | $3,056+89.4% | $3,839+50.7% | $5,124+12.9% |