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 | $50,886 | $94,625-46.2% | $116,228-56.2% | $84,808-40.0% |
| Participation rate | 92.3% | 70.4%+21.9pp | 74.6%+17.8pp | 68.3%+24.0pp |
| Annual return | 12.83% | 20.40%-7.6pp | 90.06%-77.2pp | 40.90%-28.1pp |
| Employer contribution / active EE | $2,326 | $2,347-0.9% | $2,994-22.3% | $2,631-11.6% |
| Participant deferral / active EE | $3,654 | $3,972-8.0% | $4,953-26.2% | $4,212-13.2% |
| Admin fee / account holder | $6,045 | $10,091-40.1% | $11,989-49.6% | $7,344-17.7% |