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 | $42,659 | $181,894-76.5% | $156,549-72.8% | $273,961-84.4% |
| Participation rate | 92.3% | 88.4%+3.9pp | 84.0%+8.3pp | 83.0%+9.3pp |
| Annual return | 22.63% | 30.74%-8.1pp | 32.23%-9.6pp | 41.45%-18.8pp |
| Employer contribution / active EE | $4,724 | $6,248-24.4% | $5,501-14.1% | $4,869-3.0% |
| Participant deferral / active EE | $10,537 | $5,550+89.8% | $4,871+116.3% | $5,287+99.3% |
| Admin fee / account holder | $15,845 | $15,559+1.8% | $13,027+21.6% | $10,132+56.4% |