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 | $55,066 | $78,926-30.2% | $136,749-59.7% | $84,808-35.1% |
| Participation rate | 88.0% | 62.2%+25.8pp | 72.1%+15.9pp | 68.3%+19.7pp |
| Annual return | 16.15% | 18.17%-2.0pp | 24.33%-8.2pp | 40.90%-24.8pp |
| Employer contribution / active EE | $1,623 | $2,134-24.0% | $3,400-52.3% | $2,631-38.3% |
| Participant deferral / active EE | $3,267 | $3,168+3.1% | $4,692-30.4% | $4,212-22.4% |
| Admin fee / account holder | $1,025 | $6,369-83.9% | $11,386-91.0% | $7,344-86.0% |