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 | $36,358 | $81,947-55.6% | $105,387-65.5% | $72,985-50.2% |
| Participation rate | 85.0% | 76.5%+8.5pp | 82.6%+2.4pp | 69.5%+15.5pp |
| Annual return | 29.22% | 42.90%-13.7pp | 26.82%+2.4pp | 81.00%-51.8pp |
| Employer contribution / active EE | $3,444 | $3,468-0.7% | $4,213-18.3% | $2,440+41.2% |
| Participant deferral / active EE | $8,425 | $4,494+87.5% | $5,502+53.1% | $3,607+133.5% |
| Admin fee / account holder | $5,130 | $6,258-18.0% | $6,559-21.8% | $5,124+0.1% |