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 | $53,639 | $67,606-20.7% | $82,313-34.8% | $70,131-23.5% |
| Participation rate | 84.2% | 72.8%+11.4pp | 76.9%+7.3pp | 69.5%+14.7pp |
| Annual return | 12.74% | 21.57%-8.8pp | 25.88%-13.1pp | 73.14%-60.4pp |
| Employer contribution / active EE | $0 | $1,755-100.0% | $2,428-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $2,779 | $2,987-7.0% | $3,706-25.0% | $3,332-16.6% |
| Admin fee / account holder | $6,943 | $4,512+53.9% | $5,608+23.8% | $4,645+49.5% |