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 | $56,947 | $62,586-9.0% | $76,768-25.8% | $64,186-11.3% |
| Participation rate | 97.0% | 72.8%+24.2pp | 77.0%+20.0pp | 69.6%+27.4pp |
| Annual return | 11.78% | -1.95%+13.7pp | 2.43%+9.3pp | 7.63%+4.1pp |
| Employer contribution / active EE | $1,695 | $1,832-7.5% | $2,485-31.8% | $2,381-28.8% |
| Participant deferral / active EE | $4,962 | $3,145+57.8% | $3,852+28.8% | $3,470+43.0% |
| Admin fee / account holder | $628 | $4,667-86.5% | $6,675-90.6% | $4,888-87.2% |