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 | $49,990 | $72,492-31.0% | $87,100-42.6% | $72,985-31.5% |
| Participation rate | 90.0% | 72.8%+17.2pp | 76.9%+13.1pp | 69.5%+20.5pp |
| Annual return | 24.65% | 24.46%+0.2pp | 28.19%-3.5pp | 81.00%-56.4pp |
| Employer contribution / active EE | $1,489 | $1,894-21.4% | $2,521-41.0% | $2,440-39.0% |
| Participant deferral / active EE | $2,555 | $3,270-21.8% | $4,049-36.9% | $3,607-29.2% |
| Admin fee / account holder | $535 | $5,055-89.4% | $7,497-92.9% | $5,124-89.6% |