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 | $41,243 | $86,929-52.6% | $102,423-59.7% | $80,856-49.0% |
| Participation rate | 93.8% | 72.4%+21.4pp | 76.5%+17.3pp | 67.6%+26.1pp |
| Annual return | 14.07% | 18.88%-4.8pp | 29.32%-15.3pp | 35.59%-21.5pp |
| Employer contribution / active EE | $2,978 | $2,369+25.7% | $3,023-1.5% | $2,755+8.1% |
| Participant deferral / active EE | $5,063 | $4,118+22.9% | $5,053+0.2% | $4,296+17.9% |
| Admin fee / account holder | $1,359 | $8,049-83.1% | $9,451-85.6% | $6,918-80.4% |