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 | $45,836 | $76,552-40.1% | $123,892-63.0% | $62,891-27.1% |
| Participation rate | 88.3% | 73.0%+15.3pp | 81.4%+6.9pp | 69.3%+19.0pp |
| Annual return | 8.97% | 18.68%-9.7pp | 47.52%-38.5pp | 20.14%-11.2pp |
| Employer contribution / active EE | $3,211 | $2,883+11.4% | $4,617-30.5% | $2,281+40.8% |
| Participant deferral / active EE | $2,997 | $4,840-38.1% | $5,984-49.9% | $3,203-6.4% |
| Admin fee / account holder | $3,630 | $4,826-24.8% | $8,357-56.6% | $4,296-15.5% |