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 | $52,369 | $101,724-48.5% | $164,813-68.2% | $80,856-35.2% |
| Participation rate | 93.2% | 71.8%+21.4pp | 78.6%+14.6pp | 67.6%+25.6pp |
| Annual return | 14.21% | 16.72%-2.5pp | 69.93%-55.7pp | 35.59%-21.4pp |
| Employer contribution / active EE | $2,081 | $2,953-29.5% | $4,341-52.1% | $2,755-24.5% |
| Participant deferral / active EE | $4,861 | $4,477+8.6% | $6,031-19.4% | $4,296+13.2% |
| Admin fee / account holder | $6,259 | $8,227-23.9% | $12,690-50.7% | $6,918-9.5% |