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 | $43,141 | $117,983-63.4% | $101,794-57.6% | $142,382-69.7% |
| Participation rate | 81.3% | 74.2%+7.0pp | 69.2%+12.1pp | 80.1%+1.1pp |
| Annual return | 15.82% | 36.92%-21.1pp | 30.53%-14.7pp | 217.08%-201.3pp |
| Employer contribution / active EE | $1,999 | $2,773-27.9% | $2,289-12.7% | $4,299-53.5% |
| Participant deferral / active EE | $4,186 | $4,714-11.2% | $4,084+2.5% | $6,507-35.7% |
| Admin fee / account holder | $1,578 | $10,433-84.9% | $8,777-82.0% | $12,624-87.5% |