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 | $24,503 | $63,764-61.6% | $81,930-70.1% | $79,858-69.3% |
| Participation rate | 88.4% | 67.5%+20.9pp | 72.0%+16.4pp | 69.6%+18.8pp |
| Annual return | 13.06% | 22.66%-9.6pp | 29.49%-16.4pp | 31.71%-18.7pp |
| Employer contribution / active EE | $1,981 | $1,795+10.4% | $4,310-54.0% | $2,471-19.8% |
| Participant deferral / active EE | $2,961 | $2,780+6.5% | $7,107-58.3% | $3,740-20.8% |
| Admin fee / account holder | $3,917 | $4,426-11.5% | $5,158-24.1% | $5,306-26.2% |