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 | $56,487 | $123,793-54.4% | $177,821-68.2% | $79,858-29.3% |
| Participation rate | 94.7% | 84.7%+10.1pp | 87.7%+7.0pp | 69.6%+25.1pp |
| Annual return | 12.90% | 22.82%-9.9pp | 48.32%-35.4pp | 31.71%-18.8pp |
| Employer contribution / active EE | $1,921 | $4,095-53.1% | $5,918-67.5% | $2,471-22.3% |
| Participant deferral / active EE | $4,431 | $5,956-25.6% | $7,714-42.6% | $3,740+18.5% |
| Admin fee / account holder | $3,869 | $7,243-46.6% | $12,427-68.9% | $5,306-27.1% |