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 | $38,078 | $67,606-43.7% | $82,313-53.7% | $70,131-45.7% |
| Participation rate | 89.3% | 72.8%+16.5pp | 76.9%+12.4pp | 69.5%+19.7pp |
| Annual return | 20.33% | 21.57%-1.2pp | 25.88%-5.5pp | 73.14%-52.8pp |
| Employer contribution / active EE | $2,489 | $1,755+41.8% | $2,428+2.5% | $2,342+6.2% |
| Participant deferral / active EE | $4,358 | $2,987+45.9% | $3,706+17.6% | $3,332+30.8% |
| Admin fee / account holder | $5,173 | $4,512+14.7% | $5,608-7.8% | $4,645+11.4% |