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 | $37,965 | $81,460-53.4% | $103,333-63.3% | $80,856-53.0% |
| Participation rate | 97.7% | 66.8%+30.9pp | 74.5%+23.2pp | 67.6%+30.1pp |
| Annual return | 31.53% | 25.55%+6.0pp | 24.88%+6.7pp | 35.59%-4.1pp |
| Employer contribution / active EE | $2,199 | $3,105-29.2% | $3,868-43.2% | $2,755-20.2% |
| Participant deferral / active EE | $3,893 | $3,869+0.6% | $5,057-23.0% | $4,296-9.4% |
| Admin fee / account holder | $1,716 | $6,566-73.9% | $8,355-79.5% | $6,918-75.2% |