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 | $53,576 | $81,248-34.1% | $155,509-65.5% | $80,856-33.7% |
| Participation rate | 98.3% | 66.2%+32.1pp | 78.2%+20.1pp | 67.6%+30.7pp |
| Annual return | 17.97% | 33.31%-15.3pp | 64.67%-46.7pp | 35.59%-17.6pp |
| Employer contribution / active EE | $2,791 | $3,100-10.0% | $4,672-40.3% | $2,755+1.3% |
| Participant deferral / active EE | $1,448 | $3,452-58.0% | $5,626-74.3% | $4,296-66.3% |
| Admin fee / account holder | $1,611 | $7,997-79.9% | $15,912-89.9% | $6,918-76.7% |