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 | $62,422 | $123,793-49.6% | $177,821-64.9% | $79,858-21.8% |
| Participation rate | 88.0% | 84.7%+3.3pp | 87.7%+0.3pp | 69.6%+18.4pp |
| Annual return | 14.02% | 22.82%-8.8pp | 48.32%-34.3pp | 31.71%-17.7pp |
| Employer contribution / active EE | $2,141 | $4,095-47.7% | $5,918-63.8% | $2,471-13.4% |
| Participant deferral / active EE | $4,037 | $5,956-32.2% | $7,714-47.7% | $3,740+7.9% |
| Admin fee / account holder | $1,165 | $7,243-83.9% | $12,427-90.6% | $5,306-78.1% |