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 | $48,219 | $95,803-49.7% | $113,168-57.4% | $84,808-43.1% |
| Participation rate | 95.1% | 72.9%+22.2pp | 76.6%+18.5pp | 68.3%+26.8pp |
| Annual return | 13.93% | 25.00%-11.1pp | 24.27%-10.3pp | 40.90%-27.0pp |
| Employer contribution / active EE | $1,805 | $2,360-23.5% | $2,975-39.3% | $2,631-31.4% |
| Participant deferral / active EE | $4,830 | $4,242+13.9% | $5,107-5.4% | $4,212+14.7% |
| Admin fee / account holder | $23,306 | $8,989+159.3% | $12,068+93.1% | $7,344+217.4% |