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 | $43,975 | $101,724-56.8% | $164,813-73.3% | $80,856-45.6% |
| Participation rate | 98.2% | 71.8%+26.4pp | 78.6%+19.6pp | 67.6%+30.6pp |
| Annual return | 14.08% | 16.72%-2.6pp | 69.93%-55.8pp | 35.59%-21.5pp |
| Employer contribution / active EE | $3,755 | $2,953+27.2% | $4,341-13.5% | $2,755+36.3% |
| Participant deferral / active EE | $4,833 | $4,477+7.9% | $6,031-19.9% | $4,296+12.5% |
| Admin fee / account holder | $4,782 | $8,227-41.9% | $12,690-62.3% | $6,918-30.9% |