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 | $21,342 | $39,122-45.4% | $57,179-62.7% | $62,891-66.1% |
| Participation rate | 93.3% | 70.5%+22.8pp | 75.3%+18.0pp | 69.3%+24.0pp |
| Annual return | 6.15% | 9.23%-3.1pp | 14.59%-8.4pp | 20.14%-14.0pp |
| Employer contribution / active EE | $2,025 | $1,874+8.0% | $2,682-24.5% | $2,281-11.2% |
| Participant deferral / active EE | $4,075 | $2,374+71.7% | $3,096+31.6% | $3,203+27.2% |
| Admin fee / account holder | $656 | $2,592-74.7% | $3,139-79.1% | $4,296-84.7% |