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 | $38,187 | $101,724-62.5% | $164,813-76.8% | $80,856-52.8% |
| Participation rate | 75.7% | 71.8%+3.8pp | 78.6%-2.9pp | 67.6%+8.0pp |
| Annual return | 13.77% | 16.72%-2.9pp | 69.93%-56.2pp | 35.59%-21.8pp |
| Employer contribution / active EE | $2,500 | $2,953-15.4% | $4,341-42.4% | $2,755-9.3% |
| Participant deferral / active EE | $5,514 | $4,477+23.2% | $6,031-8.6% | $4,296+28.4% |
| Admin fee / account holder | $11,694 | $8,227+42.1% | $12,690-7.9% | $6,918+69.0% |