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 | $58,434 | $81,460-28.3% | $103,333-43.5% | $80,856-27.7% |
| Participation rate | 77.1% | 66.8%+10.3pp | 74.5%+2.6pp | 67.6%+9.5pp |
| Annual return | 15.92% | 25.55%-9.6pp | 24.88%-9.0pp | 35.59%-19.7pp |
| Employer contribution / active EE | $2,874 | $3,105-7.5% | $3,868-25.7% | $2,755+4.3% |
| Participant deferral / active EE | $5,882 | $3,869+52.0% | $5,057+16.3% | $4,296+36.9% |
| Admin fee / account holder | $11,451 | $6,566+74.4% | $8,355+37.1% | $6,918+65.5% |