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 | $44,086 | $94,625-53.4% | $116,228-62.1% | $84,808-48.0% |
| Participation rate | 93.2% | 70.4%+22.7pp | 74.6%+18.6pp | 68.3%+24.9pp |
| Annual return | 15.53% | 20.40%-4.9pp | 90.06%-74.5pp | 40.90%-25.4pp |
| Employer contribution / active EE | $1,235 | $2,347-47.4% | $2,994-58.8% | $2,631-53.1% |
| Participant deferral / active EE | $4,066 | $3,972+2.4% | $4,953-17.9% | $4,212-3.5% |
| Admin fee / account holder | $6,298 | $10,091-37.6% | $11,989-47.5% | $7,344-14.2% |