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 | $46,753 | $46,869-0.2% | $122,332-61.8% | $70,131-33.3% |
| Participation rate | 97.9% | 58.2%+39.7pp | 71.6%+26.2pp | 69.5%+28.3pp |
| Annual return | 17.54% | 24.22%-6.7pp | 30.27%-12.7pp | 73.14%-55.6pp |
| Employer contribution / active EE | $1,064 | $1,288-17.4% | $4,050-73.7% | $2,342-54.6% |
| Participant deferral / active EE | $1,911 | $2,166-11.8% | $3,287-41.8% | $3,332-42.6% |
| Admin fee / account holder | $624 | $3,322-81.2% | $5,478-88.6% | $4,645-86.6% |