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 | $23,438 | $72,277-67.6% | $101,248-76.9% | $79,858-70.7% |
| Participation rate | 80.0% | 68.5%+11.5pp | 75.8%+4.2pp | 69.6%+10.4pp |
| Annual return | 18.59% | 22.30%-3.7pp | 46.47%-27.9pp | 31.71%-13.1pp |
| Employer contribution / active EE | $2,807 | $2,692+4.3% | $3,660-23.3% | $2,471+13.6% |
| Participant deferral / active EE | $4,056 | $3,282+23.6% | $4,370-7.2% | $3,740+8.4% |
| Admin fee / account holder | $4,743 | $4,400+7.8% | $5,945-20.2% | $5,306-10.6% |