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 | $42,948 | $81,460-47.3% | $103,333-58.4% | $80,856-46.9% |
| Participation rate | 85.2% | 66.8%+18.3pp | 74.5%+10.7pp | 67.6%+17.5pp |
| Annual return | 11.98% | 25.55%-13.6pp | 24.88%-12.9pp | 35.59%-23.6pp |
| Employer contribution / active EE | $3,134 | $3,105+0.9% | $3,868-19.0% | $2,755+13.8% |
| Participant deferral / active EE | $4,193 | $3,869+8.4% | $5,057-17.1% | $4,296-2.4% |
| Admin fee / account holder | $1,930 | $6,566-70.6% | $8,355-76.9% | $6,918-72.1% |