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 | $53,558 | $106,749-49.8% | $145,433-63.2% | $82,448-35.0% |
| Participation rate | 97.3% | 75.6%+21.6pp | 82.1%+15.2pp | 68.1%+29.2pp |
| Annual return | 18.54% | 27.59%-9.1pp | 66.58%-48.0pp | 41.64%-23.1pp |
| Employer contribution / active EE | $2,848 | $3,444-17.3% | $4,554-37.5% | $2,551+11.6% |
| Participant deferral / active EE | $5,989 | $6,519-8.1% | $7,897-24.2% | $4,139+44.7% |
| Admin fee / account holder | $1,348 | $8,390-83.9% | $13,129-89.7% | $7,234-81.4% |