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 | $50,774 | $70,475-28.0% | $100,516-49.5% | $79,858-36.4% |
| Participation rate | 93.0% | 73.7%+19.3pp | 79.4%+13.6pp | 69.6%+23.3pp |
| Annual return | 16.23% | 21.90%-5.7pp | 30.89%-14.7pp | 31.71%-15.5pp |
| Employer contribution / active EE | $2,608 | $2,165+20.5% | $3,418-23.7% | $2,471+5.6% |
| Participant deferral / active EE | $4,768 | $5,181-8.0% | $6,270-24.0% | $3,740+27.5% |
| Admin fee / account holder | $4,125 | $4,478-7.9% | $8,081-49.0% | $5,306-22.3% |