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 | $46,246 | $72,277-36.0% | $101,248-54.3% | $79,858-42.1% |
| Participation rate | 95.1% | 68.5%+26.7pp | 75.8%+19.3pp | 69.6%+25.5pp |
| Annual return | 17.06% | 22.30%-5.2pp | 46.47%-29.4pp | 31.71%-14.7pp |
| Employer contribution / active EE | $4,652 | $2,692+72.8% | $3,660+27.1% | $2,471+88.3% |
| Participant deferral / active EE | $5,312 | $3,282+61.9% | $4,370+21.6% | $3,740+42.0% |
| Admin fee / account holder | $3,136 | $4,400-28.7% | $5,945-47.3% | $5,306-40.9% |