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 | $46,465 | $125,758-63.1% | $169,993-72.7% | $75,163-38.2% |
| Participation rate | 94.1% | 83.6%+10.5pp | 87.0%+7.1pp | 67.2%+26.9pp |
| Annual return | 24.46% | 27.20%-2.7pp | 53.37%-28.9pp | 160.62%-136.2pp |
| Employer contribution / active EE | $4,164 | $4,615-9.8% | $6,785-38.6% | $2,670+56.0% |
| Participant deferral / active EE | $6,543 | $6,837-4.3% | $10,408-37.1% | $4,125+58.6% |
| Admin fee / account holder | $2,637 | $8,173-67.7% | $12,815-79.4% | $5,651-53.3% |