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 | $56,792 | $93,571-39.3% | $135,903-58.2% | $75,163-24.4% |
| Participation rate | 85.4% | 75.2%+10.2pp | 81.9%+3.5pp | 67.2%+18.2pp |
| Annual return | 21.81% | 30.90%-9.1pp | 68.23%-46.4pp | 160.62%-138.8pp |
| Employer contribution / active EE | $2,259 | $3,537-36.1% | $4,856-53.5% | $2,670-15.4% |
| Participant deferral / active EE | $4,511 | $6,404-29.6% | $7,758-41.9% | $4,125+9.3% |
| Admin fee / account holder | $909 | $6,975-87.0% | $10,762-91.6% | $5,651-83.9% |