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 | $39,787 | $40,256-1.2% | $57,343-30.6% | $59,632-33.3% |
| Participation rate | 97.4% | 69.2%+28.2pp | 75.1%+22.3pp | 68.7%+28.7pp |
| Annual return | 2.17% | 27.49%-25.3pp | 24.39%-22.2pp | 2041.28%-2039.1pp |
| Employer contribution / active EE | $2,085 | $1,922+8.5% | $2,689-22.5% | $2,203-5.4% |
| Participant deferral / active EE | $2,170 | $2,399-9.6% | $3,162-31.4% | $3,192-32.0% |
| Admin fee / account holder | $2,193 | $2,818-22.2% | $3,356-34.7% | $4,297-49.0% |