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 | $51,393 | $78,672-34.7% | $109,143-52.9% | $85,850-40.1% |
| Participation rate | 92.0% | 68.3%+23.7pp | 75.9%+16.1pp | 69.3%+22.7pp |
| Annual return | 13.70% | 25.09%-11.4pp | 25.75%-12.0pp | 318.53%-304.8pp |
| Employer contribution / active EE | $2,310 | $2,735-15.5% | $3,722-37.9% | $2,565-9.9% |
| Participant deferral / active EE | $3,226 | $3,467-7.0% | $4,653-30.7% | $3,952-18.4% |
| Admin fee / account holder | $2,362 | $5,469-56.8% | $6,752-65.0% | $6,260-62.3% |