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 | $50,441 | $80,717-37.5% | $154,803-67.4% | $84,808-40.5% |
| Participation rate | 84.0% | 66.8%+17.2pp | 78.1%+5.9pp | 68.3%+15.7pp |
| Annual return | 15.54% | 37.96%-22.4pp | 58.88%-43.3pp | 40.90%-25.4pp |
| Employer contribution / active EE | $1,475 | $2,761-46.6% | $4,305-65.7% | $2,631-43.9% |
| Participant deferral / active EE | $906 | $3,303-72.6% | $5,540-83.6% | $4,212-78.5% |
| Admin fee / account holder | $1,535 | $6,746-77.2% | $14,329-89.3% | $7,344-79.1% |