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 | $48,298 | $72,492-33.4% | $87,100-44.5% | $72,985-33.8% |
| Participation rate | 79.3% | 72.8%+6.5pp | 76.9%+2.4pp | 69.5%+9.8pp |
| Annual return | 20.95% | 24.46%-3.5pp | 28.19%-7.2pp | 81.00%-60.1pp |
| Employer contribution / active EE | $981 | $1,894-48.2% | $2,521-61.1% | $2,440-59.8% |
| Participant deferral / active EE | $4,013 | $3,270+22.7% | $4,049-0.9% | $3,607+11.2% |
| Admin fee / account holder | $2,778 | $5,055-45.0% | $7,497-62.9% | $5,124-45.8% |