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 | $52,512 | $74,927-29.9% | $101,794-48.4% | $84,808-38.1% |
| Participation rate | 85.5% | 61.4%+24.1pp | 69.2%+16.3pp | 68.3%+17.1pp |
| Annual return | 15.05% | 18.70%-3.7pp | 30.53%-15.5pp | 40.90%-25.8pp |
| Employer contribution / active EE | $2,130 | $1,522+40.0% | $2,289-6.9% | $2,631-19.0% |
| Participant deferral / active EE | $3,781 | $3,099+22.0% | $4,084-7.4% | $4,212-10.2% |
| Admin fee / account holder | $1,171 | $6,514-82.0% | $8,777-86.7% | $7,344-84.1% |