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 | $57,756 | $83,477-30.8% | $125,175-53.9% | $72,985-20.9% |
| Participation rate | 93.6% | 73.3%+20.3pp | 79.8%+13.8pp | 69.5%+24.1pp |
| Annual return | 21.83% | 25.78%-3.9pp | 43.79%-22.0pp | 81.00%-59.2pp |
| Employer contribution / active EE | $2,040 | $2,345-13.0% | $3,865-47.2% | $2,440-16.4% |
| Participant deferral / active EE | $5,008 | $3,585+39.7% | $4,937+1.4% | $3,607+38.8% |
| Admin fee / account holder | $8,943 | $5,517+62.1% | $9,702-7.8% | $5,124+74.5% |