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 | $45,067 | $79,944-43.6% | $98,439-54.2% | $75,163-40.0% |
| Participation rate | 91.4% | 70.4%+21.1pp | 75.2%+16.3pp | 67.2%+24.2pp |
| Annual return | 16.76% | 19.75%-3.0pp | 21.16%-4.4pp | 160.62%-143.9pp |
| Employer contribution / active EE | $1,599 | $2,264-29.4% | $3,048-47.6% | $2,670-40.1% |
| Participant deferral / active EE | $5,109 | $3,752+36.2% | $4,738+7.8% | $4,125+23.8% |
| Admin fee / account holder | $1,104 | $6,840-83.9% | $8,948-87.7% | $5,651-80.5% |