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 | $45,309 | $83,477-45.7% | $125,175-63.8% | $72,985-37.9% |
| Participation rate | 94.1% | 73.3%+20.8pp | 79.8%+14.3pp | 69.5%+24.6pp |
| Annual return | 22.42% | 25.78%-3.4pp | 43.79%-21.4pp | 81.00%-58.6pp |
| Employer contribution / active EE | $2,411 | $2,345+2.8% | $3,865-37.6% | $2,440-1.2% |
| Participant deferral / active EE | $3,611 | $3,585+0.7% | $4,937-26.9% | $3,607+0.1% |
| Admin fee / account holder | $485 | $5,517-91.2% | $9,702-95.0% | $5,124-90.5% |