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 | $48,992 | $81,460-39.9% | $103,333-52.6% | $80,856-39.4% |
| Participation rate | 90.6% | 66.8%+23.8pp | 74.5%+16.1pp | 67.6%+23.0pp |
| Annual return | 14.33% | 25.55%-11.2pp | 24.88%-10.5pp | 35.59%-21.3pp |
| Employer contribution / active EE | $3,863 | $3,105+24.4% | $3,868-0.1% | $2,755+40.2% |
| Participant deferral / active EE | $2,281 | $3,869-41.0% | $5,057-54.9% | $4,296-46.9% |
| Admin fee / account holder | $5,953 | $6,566-9.3% | $8,355-28.7% | $6,918-13.9% |