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 | $69,448 | $117,983-41.1% | $101,794-31.8% | $142,382-51.2% |
| Participation rate | 88.2% | 74.2%+14.0pp | 69.2%+19.1pp | 80.1%+8.1pp |
| Annual return | 11.78% | 36.92%-25.1pp | 30.53%-18.7pp | 217.08%-205.3pp |
| Employer contribution / active EE | $2,436 | $2,773-12.1% | $2,289+6.4% | $4,299-43.3% |
| Participant deferral / active EE | $3,064 | $4,714-35.0% | $4,084-25.0% | $6,507-52.9% |
| Admin fee / account holder | $3,021 | $10,433-71.0% | $8,777-65.6% | $12,624-76.1% |