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 | $65,317 | $127,065-48.6% | $113,168-42.3% | $142,382-54.1% |
| Participation rate | 87.0% | 79.2%+7.8pp | 76.6%+10.4pp | 80.1%+6.8pp |
| Annual return | 16.78% | 24.03%-7.2pp | 24.27%-7.5pp | 217.08%-200.3pp |
| Employer contribution / active EE | $1,597 | $3,442-53.6% | $2,975-46.3% | $4,299-62.8% |
| Participant deferral / active EE | $2,627 | $5,716-54.0% | $5,107-48.6% | $6,507-59.6% |
| Admin fee / account holder | $2,125 | $15,736-86.5% | $12,068-82.4% | $12,624-83.2% |