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 | $49,161 | $93,571-47.5% | $135,903-63.8% | $75,163-34.6% |
| Participation rate | 92.1% | 75.2%+16.9pp | 81.9%+10.2pp | 67.2%+24.9pp |
| Annual return | 20.59% | 30.90%-10.3pp | 68.23%-47.6pp | 160.62%-140.0pp |
| Employer contribution / active EE | $2,807 | $3,537-20.6% | $4,856-42.2% | $2,670+5.2% |
| Participant deferral / active EE | $8,941 | $6,404+39.6% | $7,758+15.3% | $4,125+116.8% |
| Admin fee / account holder | $2,322 | $6,975-66.7% | $10,762-78.4% | $5,651-58.9% |