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 | $54,006 | $78,926-31.6% | $136,749-60.5% | $84,808-36.3% |
| Participation rate | 97.7% | 62.2%+35.6pp | 72.1%+25.6pp | 68.3%+29.4pp |
| Annual return | 14.70% | 18.17%-3.5pp | 24.33%-9.6pp | 40.90%-26.2pp |
| Employer contribution / active EE | $1,650 | $2,134-22.7% | $3,400-51.5% | $2,631-37.3% |
| Participant deferral / active EE | $1,750 | $3,168-44.8% | $4,692-62.7% | $4,212-58.5% |
| Admin fee / account holder | $6,770 | $6,369+6.3% | $11,386-40.5% | $7,344-7.8% |