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 | $57,076 | $132,239-56.8% | $105,722-46.0% | $273,961-79.2% |
| Participation rate | 95.2% | 83.2%+12.0pp | 78.9%+16.3pp | 83.0%+12.2pp |
| Annual return | 5.50% | 10.07%-4.6pp | 12.25%-6.8pp | 41.45%-36.0pp |
| Employer contribution / active EE | $2,845 | $4,867-41.5% | $4,079-30.3% | $4,869-41.6% |
| Participant deferral / active EE | $2,484 | $6,233-60.2% | $5,326-53.4% | $5,287-53.0% |
| Admin fee / account holder | $10,369 | $12,032-13.8% | $8,308+24.8% | $10,132+2.3% |