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 | $51,123 | $72,277-29.3% | $101,248-49.5% | $79,858-36.0% |
| Participation rate | 93.8% | 68.5%+25.3pp | 75.8%+17.9pp | 69.6%+24.1pp |
| Annual return | 15.81% | 22.30%-6.5pp | 46.47%-30.7pp | 31.71%-15.9pp |
| Employer contribution / active EE | $2,590 | $2,692-3.8% | $3,660-29.2% | $2,471+4.8% |
| Participant deferral / active EE | $5,365 | $3,282+63.5% | $4,370+22.8% | $3,740+43.4% |
| Admin fee / account holder | $1,510 | $4,400-65.7% | $5,945-74.6% | $5,306-71.5% |