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 | $53,919 | $79,944-32.6% | $98,439-45.2% | $75,163-28.3% |
| Participation rate | 96.4% | 70.4%+26.1pp | 75.2%+21.3pp | 67.2%+29.2pp |
| Annual return | 17.28% | 19.75%-2.5pp | 21.16%-3.9pp | 160.62%-143.3pp |
| Employer contribution / active EE | $3,945 | $2,264+74.2% | $3,048+29.4% | $2,670+47.7% |
| Participant deferral / active EE | $5,060 | $3,752+34.9% | $4,738+6.8% | $4,125+22.7% |
| Admin fee / account holder | $4,962 | $6,840-27.5% | $8,948-44.5% | $5,651-12.2% |