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 | $46,843 | $76,407-38.7% | $150,298-68.8% | $82,448-43.2% |
| Participation rate | 98.4% | 66.4%+32.0pp | 77.8%+20.7pp | 68.1%+30.4pp |
| Annual return | 17.85% | 39.99%-22.1pp | 62.79%-44.9pp | 41.64%-23.8pp |
| Employer contribution / active EE | $2,721 | $2,614+4.1% | $4,154-34.5% | $2,551+6.6% |
| Participant deferral / active EE | $4,493 | $3,214+39.8% | $5,453-17.6% | $4,139+8.6% |
| Admin fee / account holder | $6,271 | $6,352-1.3% | $14,116-55.6% | $7,234-13.3% |