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 | $49,397 | $67,606-26.9% | $82,313-40.0% | $70,131-29.6% |
| Participation rate | 96.4% | 72.8%+23.7pp | 76.9%+19.5pp | 69.5%+26.9pp |
| Annual return | 26.68% | 21.57%+5.1pp | 25.88%+0.8pp | 73.14%-46.5pp |
| Employer contribution / active EE | $1,883 | $1,755+7.3% | $2,428-22.5% | $2,342-19.6% |
| Participant deferral / active EE | $3,597 | $2,987+20.4% | $3,706-3.0% | $3,332+8.0% |
| Admin fee / account holder | $1,116 | $4,512-75.3% | $5,608-80.1% | $4,645-76.0% |