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 | $42,247 | $109,413-61.4% | $156,263-73.0% | $84,808-50.2% |
| Participation rate | 97.0% | 72.7%+24.3pp | 78.9%+18.1pp | 68.3%+28.7pp |
| Annual return | 18.25% | 20.18%-1.9pp | 59.47%-41.2pp | 40.90%-22.6pp |
| Employer contribution / active EE | $2,911 | $2,907+0.1% | $4,333-32.8% | $2,631+10.6% |
| Participant deferral / active EE | $5,081 | $4,590+10.7% | $6,158-17.5% | $4,212+20.6% |
| Admin fee / account holder | $5,403 | $9,357-42.3% | $14,255-62.1% | $7,344-26.4% |