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 | $54,823 | $64,480-15.0% | $81,382-32.6% | $80,856-32.2% |
| Participation rate | 97.8% | 63.9%+34.0pp | 69.5%+28.3pp | 67.6%+30.2pp |
| Annual return | 11.58% | 16.34%-4.8pp | 24.73%-13.2pp | 35.59%-24.0pp |
| Employer contribution / active EE | $2,023 | $1,978+2.2% | $2,463-17.9% | $2,755-26.6% |
| Participant deferral / active EE | $2,206 | $3,094-28.7% | $3,883-43.2% | $4,296-48.6% |
| Admin fee / account holder | $1,420 | $5,671-75.0% | $5,768-75.4% | $6,918-79.5% |