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 | $45,075 | $72,492-37.8% | $87,100-48.2% | $72,985-38.2% |
| Participation rate | 96.8% | 72.8%+24.0pp | 76.9%+19.9pp | 69.5%+27.3pp |
| Annual return | 21.75% | 24.46%-2.7pp | 28.19%-6.4pp | 81.00%-59.3pp |
| Employer contribution / active EE | $1,759 | $1,894-7.1% | $2,521-30.2% | $2,440-27.9% |
| Participant deferral / active EE | $3,970 | $3,270+21.4% | $4,049-1.9% | $3,607+10.1% |
| Admin fee / account holder | $3,144 | $5,055-37.8% | $7,497-58.1% | $5,124-38.6% |