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 | $40,147 | $40,256-0.3% | $57,343-30.0% | $59,632-32.7% |
| Participation rate | 89.6% | 69.2%+20.4pp | 75.1%+14.5pp | 68.7%+20.9pp |
| Annual return | 1.83% | 27.49%-25.7pp | 24.39%-22.6pp | 2041.28%-2039.4pp |
| Employer contribution / active EE | $1,343 | $1,922-30.1% | $2,689-50.1% | $2,203-39.0% |
| Participant deferral / active EE | $2,198 | $2,399-8.4% | $3,162-30.5% | $3,192-31.1% |
| Admin fee / account holder | $2,931 | $2,818+4.0% | $3,356-12.7% | $4,297-31.8% |