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 | $43,704 | $81,460-46.3% | $103,333-57.7% | $80,856-45.9% |
| Participation rate | 98.5% | 66.8%+31.6pp | 74.5%+24.0pp | 67.6%+30.8pp |
| Annual return | 12.52% | 25.55%-13.0pp | 24.88%-12.4pp | 35.59%-23.1pp |
| Employer contribution / active EE | $3,427 | $3,105+10.4% | $3,868-11.4% | $2,755+24.4% |
| Participant deferral / active EE | $4,098 | $3,869+5.9% | $5,057-19.0% | $4,296-4.6% |
| Admin fee / account holder | $1,710 | $6,566-74.0% | $8,355-79.5% | $6,918-75.3% |