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 | $53,076 | $93,571-43.3% | $135,903-60.9% | $75,163-29.4% |
| Participation rate | 77.0% | 75.2%+1.9pp | 81.9%-4.9pp | 67.2%+9.9pp |
| Annual return | 20.42% | 30.90%-10.5pp | 68.23%-47.8pp | 160.62%-140.2pp |
| Employer contribution / active EE | $1,027 | $3,537-71.0% | $4,856-78.9% | $2,670-61.5% |
| Participant deferral / active EE | $4,107 | $6,404-35.9% | $7,758-47.1% | $4,125-0.4% |
| Admin fee / account holder | $1,975 | $6,975-71.7% | $10,762-81.6% | $5,651-65.0% |