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 | $52,184 | $72,012-27.5% | $185,823-71.9% | $79,858-34.7% |
| Participation rate | 89.3% | 65.8%+23.5pp | 78.0%+11.3pp | 69.6%+19.7pp |
| Annual return | 23.72% | 23.12%+0.6pp | 35.95%-12.2pp | 31.71%-8.0pp |
| Employer contribution / active EE | $0 | $1,965-100.0% | $4,087-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $5,080 | $3,779+34.4% | $5,632-9.8% | $3,740+35.8% |
| Admin fee / account holder | $753 | $4,513-83.3% | $9,500-92.1% | $5,306-85.8% |