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 | $40,093 | $88,370-54.6% | $112,977-64.5% | $79,858-49.8% |
| Participation rate | 86.8% | 76.8%+10.0pp | 82.6%+4.3pp | 69.6%+17.2pp |
| Annual return | 17.51% | 23.16%-5.7pp | 24.24%-6.7pp | 31.71%-14.2pp |
| Employer contribution / active EE | $3,329 | $3,398-2.0% | $4,255-21.7% | $2,471+34.7% |
| Participant deferral / active EE | $4,814 | $4,536+6.1% | $5,836-17.5% | $3,740+28.7% |
| Admin fee / account holder | $834 | $5,750-85.5% | $6,294-86.8% | $5,306-84.3% |