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 | $42,607 | $77,503-45.0% | $100,391-57.6% | $80,856-47.3% |
| Participation rate | 97.2% | 76.9%+20.2pp | 81.5%+15.7pp | 67.6%+29.5pp |
| Annual return | 16.04% | 37.20%-21.2pp | 49.20%-33.2pp | 35.59%-19.6pp |
| Employer contribution / active EE | $2,091 | $2,801-25.4% | $3,942-47.0% | $2,755-24.1% |
| Participant deferral / active EE | $6,745 | $6,820-1.1% | $8,082-16.5% | $4,296+57.0% |
| Admin fee / account holder | $3,299 | $5,897-44.1% | $7,899-58.2% | $6,918-52.3% |