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 | $49,175 | $58,512-16.0% | $84,015-41.5% | $72,985-32.6% |
| Participation rate | 92.0% | 61.2%+30.8pp | 69.0%+23.0pp | 69.5%+22.5pp |
| Annual return | 23.12% | 28.93%-5.8pp | 71.31%-48.2pp | 81.00%-57.9pp |
| Employer contribution / active EE | $2,361 | $1,163+103.0% | $1,983+19.0% | $2,440-3.2% |
| Participant deferral / active EE | $4,355 | $2,394+81.9% | $3,239+34.5% | $3,607+20.7% |
| Admin fee / account holder | $354 | $4,569-92.2% | $6,101-94.2% | $5,124-93.1% |