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 | $49,089 | $138,385-64.5% | $184,200-73.4% | $80,874-39.3% |
| Participation rate | 93.9% | 83.9%+10.1pp | 86.8%+7.1pp | 67.6%+26.3pp |
| Annual return | 12.61% | 20.02%-7.4pp | 28.80%-16.2pp | 35.62%-23.0pp |
| Employer contribution / active EE | $2,674 | $4,849-44.9% | $6,424-58.4% | $2,756-2.9% |
| Participant deferral / active EE | $4,959 | $7,073-29.9% | $9,132-45.7% | $4,297+15.4% |
| Admin fee / account holder | $8,059 | $10,483-23.1% | $13,907-42.1% | $6,935+16.2% |