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 | $36,961 | $95,762-61.4% | $379,746-90.3% | $79,858-53.7% |
| Participation rate | 96.6% | 74.0%+22.6pp | 78.4%+18.1pp | 69.6%+26.9pp |
| Annual return | 17.82% | 18.26%-0.4pp | 34.90%-17.1pp | 31.71%-13.9pp |
| Employer contribution / active EE | $1,635 | $2,695-39.3% | $3,540-53.8% | $2,471-33.8% |
| Participant deferral / active EE | $4,243 | $4,705-9.8% | $6,024-29.6% | $3,740+13.4% |
| Admin fee / account holder | $1,401 | $6,745-79.2% | $7,927-82.3% | $5,306-73.6% |