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 | $46,290 | $72,492-36.1% | $87,100-46.9% | $72,985-36.6% |
| Participation rate | 97.4% | 72.8%+24.6pp | 76.9%+20.5pp | 69.5%+27.9pp |
| Annual return | 19.49% | 24.46%-5.0pp | 28.19%-8.7pp | 81.00%-61.5pp |
| Employer contribution / active EE | $1,941 | $1,894+2.5% | $2,521-23.0% | $2,440-20.4% |
| Participant deferral / active EE | $4,344 | $3,270+32.9% | $4,049+7.3% | $3,607+20.4% |
| Admin fee / account holder | $2,023 | $5,055-60.0% | $7,497-73.0% | $5,124-60.5% |