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 | $49,697 | $95,803-48.1% | $113,168-56.1% | $84,808-41.4% |
| Participation rate | 97.6% | 72.9%+24.7pp | 76.6%+21.0pp | 68.3%+29.3pp |
| Annual return | 21.93% | 25.00%-3.1pp | 24.27%-2.3pp | 40.90%-19.0pp |
| Employer contribution / active EE | $2,461 | $2,360+4.3% | $2,975-17.3% | $2,631-6.5% |
| Participant deferral / active EE | $3,311 | $4,242-21.9% | $5,107-35.2% | $4,212-21.4% |
| Admin fee / account holder | $3,635 | $8,989-59.6% | $12,068-69.9% | $7,344-50.5% |