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 | $41,619 | $78,672-47.1% | $109,143-61.9% | $85,850-51.5% |
| Participation rate | 93.3% | 68.3%+25.1pp | 75.9%+17.5pp | 69.3%+24.0pp |
| Annual return | 16.24% | 25.09%-8.8pp | 25.75%-9.5pp | 318.53%-302.3pp |
| Employer contribution / active EE | $3,350 | $2,735+22.5% | $3,722-10.0% | $2,565+30.6% |
| Participant deferral / active EE | $8,236 | $3,467+137.5% | $4,653+77.0% | $3,952+108.4% |
| Admin fee / account holder | $3,337 | $5,469-39.0% | $6,752-50.6% | $6,260-46.7% |