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 | $50,048 | $59,839-16.4% | $81,983-39.0% | $79,858-37.3% |
| Participation rate | 80.4% | 61.6%+18.7pp | 69.2%+11.1pp | 69.6%+10.7pp |
| Annual return | 15.27% | 17.56%-2.3pp | 41.31%-26.0pp | 31.71%-16.4pp |
| Employer contribution / active EE | $668 | $1,713-61.0% | $2,498-73.3% | $2,471-73.0% |
| Participant deferral / active EE | $1,067 | $2,695-60.4% | $3,722-71.3% | $3,740-71.5% |
| Admin fee / account holder | $4,912 | $4,287+14.6% | $5,664-13.3% | $5,306-7.4% |