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 | $47,676 | $86,929-45.2% | $102,423-53.5% | $80,856-41.0% |
| Participation rate | 83.9% | 72.4%+11.5pp | 76.5%+7.4pp | 67.6%+16.2pp |
| Annual return | 17.70% | 18.88%-1.2pp | 29.32%-11.6pp | 35.59%-17.9pp |
| Employer contribution / active EE | $2,030 | $2,369-14.3% | $3,023-32.9% | $2,755-26.3% |
| Participant deferral / active EE | $6,350 | $4,118+54.2% | $5,053+25.7% | $4,296+47.8% |
| Admin fee / account holder | $1,179 | $8,049-85.4% | $9,451-87.5% | $6,918-83.0% |