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 | $39,801 | $86,929-54.2% | $102,423-61.1% | $80,856-50.8% |
| Participation rate | 94.4% | 72.4%+22.1pp | 76.5%+18.0pp | 67.6%+26.8pp |
| Annual return | 23.89% | 18.88%+5.0pp | 29.32%-5.4pp | 35.59%-11.7pp |
| Employer contribution / active EE | $1,970 | $2,369-16.8% | $3,023-34.8% | $2,755-28.5% |
| Participant deferral / active EE | $4,935 | $4,118+19.8% | $5,053-2.3% | $4,296+14.9% |
| Admin fee / account holder | $2,261 | $8,049-71.9% | $9,451-76.1% | $6,918-67.3% |