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 | $38,719 | $72,277-46.4% | $101,248-61.8% | $79,858-51.5% |
| Participation rate | 89.5% | 68.5%+21.1pp | 75.8%+13.7pp | 69.6%+19.9pp |
| Annual return | 13.13% | 22.30%-9.2pp | 46.47%-33.3pp | 31.71%-18.6pp |
| Employer contribution / active EE | $2,547 | $2,692-5.4% | $3,660-30.4% | $2,471+3.1% |
| Participant deferral / active EE | $2,060 | $3,282-37.2% | $4,370-52.9% | $3,740-44.9% |
| Admin fee / account holder | $2,080 | $4,400-52.7% | $5,945-65.0% | $5,306-60.8% |