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 | $49,590 | $83,477-40.6% | $125,175-60.4% | $72,985-32.1% |
| Participation rate | 87.3% | 73.3%+14.0pp | 79.8%+7.5pp | 69.5%+17.8pp |
| Annual return | 22.79% | 25.78%-3.0pp | 43.79%-21.0pp | 81.00%-58.2pp |
| Employer contribution / active EE | $3,057 | $2,345+30.3% | $3,865-20.9% | $2,440+25.3% |
| Participant deferral / active EE | $4,824 | $3,585+34.5% | $4,937-2.3% | $3,607+33.7% |
| Admin fee / account holder | $820 | $5,517-85.1% | $9,702-91.5% | $5,124-84.0% |