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 | $38,262 | $87,733-56.4% | $106,548-64.1% | $85,850-55.4% |
| Participation rate | 88.5% | 71.9%+16.5pp | 76.1%+12.3pp | 69.3%+19.1pp |
| Annual return | 15.58% | 21.86%-6.3pp | 26.80%-11.2pp | 318.53%-303.0pp |
| Employer contribution / active EE | $1,294 | $2,073-37.6% | $2,819-54.1% | $2,565-49.6% |
| Participant deferral / active EE | $3,631 | $3,469+4.7% | $4,398-17.4% | $3,952-8.1% |
| Admin fee / account holder | $1,064 | $6,767-84.3% | $7,407-85.6% | $6,260-83.0% |