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 | $44,030 | $56,897-22.6% | $84,750-48.0% | $62,891-30.0% |
| Participation rate | 76.5% | 68.5%+7.9pp | 76.6%-0.1pp | 69.3%+7.2pp |
| Annual return | 12.76% | 6.30%+6.5pp | 22.78%-10.0pp | 20.14%-7.4pp |
| Employer contribution / active EE | $4,535 | $2,400+89.0% | $3,574+26.9% | $2,281+98.8% |
| Participant deferral / active EE | $1,936 | $2,709-28.6% | $3,712-47.9% | $3,203-39.6% |
| Admin fee / account holder | $3,671 | $3,581+2.5% | $5,332-31.1% | $4,296-14.5% |