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 | $49,273 | $95,453-48.4% | $112,040-56.0% | $82,448-40.2% |
| Participation rate | 95.8% | 72.8%+23.1pp | 76.5%+19.3pp | 68.1%+27.8pp |
| Annual return | 17.05% | 23.92%-6.9pp | 24.52%-7.5pp | 41.64%-24.6pp |
| Employer contribution / active EE | $2,021 | $2,318-12.8% | $2,954-31.6% | $2,551-20.8% |
| Participant deferral / active EE | $5,167 | $4,224+22.3% | $5,098+1.4% | $4,139+24.8% |
| Admin fee / account holder | $1,437 | $9,013-84.1% | $12,098-88.1% | $7,234-80.1% |