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 | $52,873 | $109,881-51.9% | $150,045-64.8% | $84,808-37.7% |
| Participation rate | 93.5% | 76.1%+17.5pp | 82.3%+11.2pp | 68.3%+25.2pp |
| Annual return | 20.77% | 28.25%-7.5pp | 62.55%-41.8pp | 40.90%-20.1pp |
| Employer contribution / active EE | $1,873 | $3,561-47.4% | $4,693-60.1% | $2,631-28.8% |
| Participant deferral / active EE | $7,756 | $6,636+16.9% | $7,997-3.0% | $4,212+84.2% |
| Admin fee / account holder | $2,661 | $8,568-68.9% | $13,435-80.2% | $7,344-63.8% |