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 | $45,237 | $51,175-11.6% | $70,515-35.8% | $75,163-39.8% |
| Participation rate | 93.4% | 60.9%+32.5pp | 68.3%+25.1pp | 67.2%+26.2pp |
| Annual return | 18.19% | 30.02%-11.8pp | 32.77%-14.6pp | 160.62%-142.4pp |
| Employer contribution / active EE | $3,672 | $1,826+101.1% | $2,973+23.5% | $2,670+37.5% |
| Participant deferral / active EE | $8,023 | $2,849+181.6% | $4,567+75.7% | $4,125+94.5% |
| Admin fee / account holder | $4,663 | $4,091+14.0% | $6,412-27.3% | $5,651-17.5% |