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 | $54,724 | $79,944-31.5% | $98,439-44.4% | $75,163-27.2% |
| Participation rate | 92.4% | 70.4%+22.1pp | 75.2%+17.3pp | 67.2%+25.2pp |
| Annual return | 15.82% | 19.75%-3.9pp | 21.16%-5.3pp | 160.62%-144.8pp |
| Employer contribution / active EE | $2,561 | $2,264+13.1% | $3,048-16.0% | $2,670-4.1% |
| Participant deferral / active EE | $4,120 | $3,752+9.8% | $4,738-13.0% | $4,125-0.1% |
| Admin fee / account holder | $6,431 | $6,840-6.0% | $8,948-28.1% | $5,651+13.8% |