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 | $53,316 | $81,460-34.5% | $103,333-48.4% | $80,856-34.1% |
| Participation rate | 97.3% | 66.8%+30.5pp | 74.5%+22.8pp | 67.6%+29.7pp |
| Annual return | 15.10% | 25.55%-10.4pp | 24.88%-9.8pp | 35.59%-20.5pp |
| Employer contribution / active EE | $1,858 | $3,105-40.2% | $3,868-52.0% | $2,755-32.5% |
| Participant deferral / active EE | $5,217 | $3,869+34.9% | $5,057+3.2% | $4,296+21.4% |
| Admin fee / account holder | $1,136 | $6,566-82.7% | $8,355-86.4% | $6,918-83.6% |