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 | $44,776 | $123,793-63.8% | $177,821-74.8% | $79,858-43.9% |
| Participation rate | 90.2% | 84.7%+5.6pp | 87.7%+2.5pp | 69.6%+20.6pp |
| Annual return | 24.12% | 22.82%+1.3pp | 48.32%-24.2pp | 31.71%-7.6pp |
| Employer contribution / active EE | $3,622 | $4,095-11.6% | $5,918-38.8% | $2,471+46.6% |
| Participant deferral / active EE | $5,857 | $5,956-1.7% | $7,714-24.1% | $3,740+56.6% |
| Admin fee / account holder | $2,902 | $7,243-59.9% | $12,427-76.7% | $5,306-45.3% |