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 | $38,819 | $72,277-46.3% | $101,248-61.7% | $79,858-51.4% |
| Participation rate | 96.9% | 68.5%+28.4pp | 75.8%+21.1pp | 69.6%+27.2pp |
| Annual return | 17.73% | 22.30%-4.6pp | 46.47%-28.7pp | 31.71%-14.0pp |
| Employer contribution / active EE | $3,343 | $2,692+24.2% | $3,660-8.7% | $2,471+35.3% |
| Participant deferral / active EE | $5,758 | $3,282+75.5% | $4,370+31.8% | $3,740+54.0% |
| Admin fee / account holder | $943 | $4,400-78.6% | $5,945-84.1% | $5,306-82.2% |