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 | $50,118 | $78,926-36.5% | $136,749-63.4% | $84,808-40.9% |
| Participation rate | 90.3% | 62.2%+28.1pp | 72.1%+18.2pp | 68.3%+22.0pp |
| Annual return | 13.13% | 18.17%-5.0pp | 24.33%-11.2pp | 40.90%-27.8pp |
| Employer contribution / active EE | $3,510 | $2,134+64.5% | $3,400+3.2% | $2,631+33.4% |
| Participant deferral / active EE | $2,425 | $3,168-23.5% | $4,692-48.3% | $4,212-42.4% |
| Admin fee / account holder | $2,023 | $6,369-68.2% | $11,386-82.2% | $7,344-72.4% |