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 | $53,132 | $65,365-18.7% | $92,893-42.8% | $72,985-27.2% |
| Participation rate | 96.8% | 68.3%+28.5pp | 76.0%+20.8pp | 69.5%+27.3pp |
| Annual return | 16.39% | 42.10%-25.7pp | 109.41%-93.0pp | 81.00%-64.6pp |
| Employer contribution / active EE | $3,160 | $2,594+21.8% | $3,653-13.5% | $2,440+29.5% |
| Participant deferral / active EE | $2,114 | $3,128-32.4% | $4,236-50.1% | $3,607-41.4% |
| Admin fee / account holder | $1,751 | $4,251-58.8% | $5,794-69.8% | $5,124-65.8% |