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 | $40,871 | $95,453-57.2% | $112,040-63.5% | $82,448-50.4% |
| Participation rate | 97.9% | 72.8%+25.1pp | 76.5%+21.4pp | 68.1%+29.8pp |
| Annual return | 14.59% | 23.92%-9.3pp | 24.52%-9.9pp | 41.64%-27.0pp |
| Employer contribution / active EE | $1,987 | $2,318-14.3% | $2,954-32.7% | $2,551-22.1% |
| Participant deferral / active EE | $4,035 | $4,224-4.5% | $5,098-20.8% | $4,139-2.5% |
| Admin fee / account holder | $1,052 | $9,013-88.3% | $12,098-91.3% | $7,234-85.5% |