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 | $29,842 | $43,075-30.7% | $74,583-60.0% | $62,891-52.6% |
| Participation rate | 97.2% | 58.1%+39.2pp | 68.1%+29.1pp | 69.3%+27.9pp |
| Annual return | 5.73% | 17.50%-11.8pp | 20.47%-14.7pp | 20.14%-14.4pp |
| Employer contribution / active EE | $1,589 | $1,498+6.1% | $2,525-37.1% | $2,281-30.4% |
| Participant deferral / active EE | $3,825 | $2,389+60.1% | $3,458+10.6% | $3,203+19.4% |
| Admin fee / account holder | $4,935 | $2,840+73.8% | $4,138+19.3% | $4,296+14.9% |