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 | $56,824 | $106,749-46.8% | $145,433-60.9% | $82,448-31.1% |
| Participation rate | 82.9% | 75.6%+7.2pp | 82.1%+0.7pp | 68.1%+14.8pp |
| Annual return | 23.34% | 27.59%-4.2pp | 66.58%-43.2pp | 41.64%-18.3pp |
| Employer contribution / active EE | $1,628 | $3,444-52.7% | $4,554-64.3% | $2,551-36.2% |
| Participant deferral / active EE | $4,691 | $6,519-28.0% | $7,897-40.6% | $4,139+13.3% |
| Admin fee / account holder | $959 | $8,390-88.6% | $13,129-92.7% | $7,234-86.7% |