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 | $46,494 | $55,371-16.0% | $95,585-51.4% | $74,304-37.4% |
| Participation rate | 70.4% | 53.8%+16.6pp | 72.1%-1.7pp | 60.3%+10.1pp |
| Annual return | 16.29% | 24.26%-8.0pp | 38.56%-22.3pp | 29.43%-13.1pp |
| Employer contribution / active EE | $2,814 | $1,437+95.8% | $2,527+11.4% | $2,241+25.6% |
| Participant deferral / active EE | $4,245 | $2,955+43.7% | $4,023+5.5% | $3,767+12.7% |
| Admin fee / account holder | $5,571 | $2,620+112.6% | $6,127-9.1% | $2,969+87.6% |