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 | $37,405 | $76,552-51.1% | $123,892-69.8% | $62,891-40.5% |
| Participation rate | 98.7% | 73.0%+25.8pp | 81.4%+17.3pp | 69.3%+29.4pp |
| Annual return | 13.72% | 18.68%-5.0pp | 47.52%-33.8pp | 20.14%-6.4pp |
| Employer contribution / active EE | $3,555 | $2,883+23.3% | $4,617-23.0% | $2,281+55.9% |
| Participant deferral / active EE | $7,643 | $4,840+57.9% | $5,984+27.7% | $3,203+138.6% |
| Admin fee / account holder | $2,257 | $4,826-53.2% | $8,357-73.0% | $4,296-47.5% |