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 | $53,000 | $106,749-50.4% | $145,433-63.6% | $82,448-35.7% |
| Participation rate | 88.2% | 75.6%+12.6pp | 82.1%+6.1pp | 68.1%+20.2pp |
| Annual return | 21.03% | 27.59%-6.6pp | 66.58%-45.5pp | 41.64%-20.6pp |
| Employer contribution / active EE | $1,692 | $3,444-50.9% | $4,554-62.8% | $2,551-33.7% |
| Participant deferral / active EE | $4,982 | $6,519-23.6% | $7,897-36.9% | $4,139+20.4% |
| Admin fee / account holder | $15,228 | $8,390+81.5% | $13,129+16.0% | $7,234+110.5% |