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 | $50,129 | $88,042-43.1% | $138,135-63.7% | $79,858-37.2% |
| Participation rate | 96.0% | 71.4%+24.6pp | 78.7%+17.3pp | 69.6%+26.4pp |
| Annual return | 15.76% | 20.58%-4.8pp | 20.51%-4.8pp | 31.71%-16.0pp |
| Employer contribution / active EE | $2,004 | $3,103-35.4% | $5,587-64.1% | $2,471-18.9% |
| Participant deferral / active EE | $2,609 | $4,704-44.5% | $6,431-59.4% | $3,740-30.2% |
| Admin fee / account holder | $2,007 | $7,791-74.2% | $11,856-83.1% | $5,306-62.2% |