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 | $54,992 | $86,929-36.7% | $102,423-46.3% | $80,856-32.0% |
| Participation rate | 95.8% | 72.4%+23.5pp | 76.5%+19.3pp | 67.6%+28.2pp |
| Annual return | 17.59% | 18.88%-1.3pp | 29.32%-11.7pp | 35.59%-18.0pp |
| Employer contribution / active EE | $3,223 | $2,369+36.0% | $3,023+6.6% | $2,755+17.0% |
| Participant deferral / active EE | $5,444 | $4,118+32.2% | $5,053+7.7% | $4,296+26.7% |
| Admin fee / account holder | $4,515 | $8,049-43.9% | $9,451-52.2% | $6,918-34.7% |