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 | $58,210 | $80,717-27.9% | $154,803-62.4% | $84,808-31.4% |
| Participation rate | 97.3% | 66.8%+30.5pp | 78.1%+19.2pp | 68.3%+29.0pp |
| Annual return | 15.50% | 37.96%-22.5pp | 58.88%-43.4pp | 40.90%-25.4pp |
| Employer contribution / active EE | $3,760 | $2,761+36.2% | $4,305-12.7% | $2,631+42.9% |
| Participant deferral / active EE | $4,812 | $3,303+45.7% | $5,540-13.1% | $4,212+14.3% |
| Admin fee / account holder | $4,987 | $6,746-26.1% | $14,329-65.2% | $7,344-32.1% |