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 | $50,400 | $72,177-30.2% | $115,037-56.2% | $59,632-15.5% |
| Participation rate | 97.1% | 72.6%+24.5pp | 81.4%+15.7pp | 68.7%+28.4pp |
| Annual return | 1.83% | 12.02%-10.2pp | 26.14%-24.3pp | 2041.28%-2039.5pp |
| Employer contribution / active EE | $2,274 | $2,841-20.0% | $4,608-50.7% | $2,203+3.2% |
| Participant deferral / active EE | $3,770 | $4,783-21.2% | $6,026-37.4% | $3,192+18.1% |
| Admin fee / account holder | $6,892 | $4,927+39.9% | $8,175-15.7% | $4,297+60.4% |