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 | $39,577 | $95,803-58.7% | $113,168-65.0% | $84,808-53.3% |
| Participation rate | 87.6% | 72.9%+14.8pp | 76.6%+11.1pp | 68.3%+19.3pp |
| Annual return | 13.02% | 25.00%-12.0pp | 24.27%-11.2pp | 40.90%-27.9pp |
| Employer contribution / active EE | $1,485 | $2,360-37.1% | $2,975-50.1% | $2,631-43.6% |
| Participant deferral / active EE | $5,592 | $4,242+31.8% | $5,107+9.5% | $4,212+32.8% |
| Admin fee / account holder | $5,568 | $8,989-38.1% | $12,068-53.9% | $7,344-24.2% |