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 | $49,609 | $109,881-54.9% | $150,045-66.9% | $84,808-41.5% |
| Participation rate | 88.6% | 76.1%+12.5pp | 82.3%+6.2pp | 68.3%+20.3pp |
| Annual return | 17.03% | 28.25%-11.2pp | 62.55%-45.5pp | 40.90%-23.9pp |
| Employer contribution / active EE | $2,384 | $3,561-33.0% | $4,693-49.2% | $2,631-9.4% |
| Participant deferral / active EE | $2,703 | $6,636-59.3% | $7,997-66.2% | $4,212-35.8% |
| Admin fee / account holder | $2,079 | $8,568-75.7% | $13,435-84.5% | $7,344-71.7% |