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 | $25,150 | $56,897-55.8% | $84,750-70.3% | $62,891-60.0% |
| Participation rate | 95.3% | 68.5%+26.8pp | 76.6%+18.7pp | 69.3%+26.0pp |
| Annual return | 13.06% | 6.30%+6.8pp | 22.78%-9.7pp | 20.14%-7.1pp |
| Employer contribution / active EE | $4,148 | $2,400+72.9% | $3,574+16.1% | $2,281+81.9% |
| Participant deferral / active EE | $4,390 | $2,709+62.0% | $3,712+18.3% | $3,203+37.0% |
| Admin fee / account holder | $1,355 | $3,581-62.2% | $5,332-74.6% | $4,296-68.5% |