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 | $40,669 | $76,367-46.7% | $93,606-56.6% | $72,985-44.3% |
| Participation rate | 94.4% | 71.7%+22.7pp | 75.8%+18.6pp | 69.5%+25.0pp |
| Annual return | 19.74% | 25.82%-6.1pp | 32.76%-13.0pp | 81.00%-61.3pp |
| Employer contribution / active EE | $1,306 | $2,275-42.6% | $2,718-51.9% | $2,440-46.5% |
| Participant deferral / active EE | $4,023 | $3,538+13.7% | $4,069-1.1% | $3,607+11.5% |
| Admin fee / account holder | $4,213 | $6,838-38.4% | $7,888-46.6% | $5,124-17.8% |