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 | $41,097 | $76,367-46.2% | $93,606-56.1% | $72,985-43.7% |
| Participation rate | 98.2% | 71.7%+26.5pp | 75.8%+22.4pp | 69.5%+28.8pp |
| Annual return | 21.43% | 25.82%-4.4pp | 32.76%-11.3pp | 81.00%-59.6pp |
| Employer contribution / active EE | $2,627 | $2,275+15.5% | $2,718-3.3% | $2,440+7.7% |
| Participant deferral / active EE | $4,879 | $3,538+37.9% | $4,069+19.9% | $3,607+35.2% |
| Admin fee / account holder | $2,454 | $6,838-64.1% | $7,888-68.9% | $5,124-52.1% |