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 | $37,544 | $81,248-53.8% | $155,509-75.9% | $80,856-53.6% |
| Participation rate | 89.7% | 66.2%+23.4pp | 78.2%+11.5pp | 67.6%+22.0pp |
| Annual return | 13.28% | 33.31%-20.0pp | 64.67%-51.4pp | 35.59%-22.3pp |
| Employer contribution / active EE | $2,591 | $3,100-16.4% | $4,672-44.5% | $2,755-5.9% |
| Participant deferral / active EE | $5,164 | $3,452+49.6% | $5,626-8.2% | $4,296+20.2% |
| Admin fee / account holder | $3,274 | $7,997-59.1% | $15,912-79.4% | $6,918-52.7% |