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 | $40,501 | $80,968-50.0% | $96,544-58.0% | $75,163-46.1% |
| Participation rate | 89.7% | 71.8%+18.0pp | 76.0%+13.8pp | 67.2%+22.6pp |
| Annual return | 17.32% | 27.06%-9.7pp | 25.84%-8.5pp | 160.62%-143.3pp |
| Employer contribution / active EE | $1,303 | $2,282-42.9% | $2,965-56.1% | $2,670-51.2% |
| Participant deferral / active EE | $3,758 | $3,928-4.3% | $4,851-22.5% | $4,125-8.9% |
| Admin fee / account holder | $8,565 | $6,724+27.4% | $8,252+3.8% | $5,651+51.6% |