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 | $47,277 | $56,897-16.9% | $84,750-44.2% | $62,891-24.8% |
| Participation rate | 92.0% | 68.5%+23.5pp | 76.6%+15.4pp | 69.3%+22.7pp |
| Annual return | 10.80% | 6.30%+4.5pp | 22.78%-12.0pp | 20.14%-9.3pp |
| Employer contribution / active EE | $2,653 | $2,400+10.6% | $3,574-25.8% | $2,281+16.3% |
| Participant deferral / active EE | $4,705 | $2,709+73.7% | $3,712+26.8% | $3,203+46.9% |
| Admin fee / account holder | $3,194 | $3,581-10.8% | $5,332-40.1% | $4,296-25.7% |