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 | $36,495 | $56,277-35.2% | $80,975-54.9% | $62,891-42.0% |
| Participation rate | 79.4% | 69.0%+10.4pp | 75.8%+3.6pp | 69.3%+10.1pp |
| Annual return | 11.42% | 22.12%-10.7pp | 17.10%-5.7pp | 20.14%-8.7pp |
| Employer contribution / active EE | $2,466 | $1,943+26.9% | $3,714-33.6% | $2,281+8.1% |
| Participant deferral / active EE | $7,323 | $4,195+74.6% | $5,696+28.6% | $3,203+128.6% |
| Admin fee / account holder | $1,862 | $3,741-50.2% | $5,516-66.3% | $4,296-56.7% |