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 | $35,290 | $51,175-31.0% | $70,515-50.0% | $75,163-53.0% |
| Participation rate | 88.5% | 60.9%+27.5pp | 68.3%+20.1pp | 67.2%+21.3pp |
| Annual return | 18.95% | 30.02%-11.1pp | 32.77%-13.8pp | 160.62%-141.7pp |
| Employer contribution / active EE | $2,406 | $1,826+31.8% | $2,973-19.1% | $2,670-9.9% |
| Participant deferral / active EE | $4,903 | $2,849+72.1% | $4,567+7.4% | $4,125+18.9% |
| Admin fee / account holder | $1,479 | $4,091-63.9% | $6,412-76.9% | $5,651-73.8% |