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 | $46,486 | $86,929-46.5% | $102,423-54.6% | $80,856-42.5% |
| Participation rate | 97.1% | 72.4%+24.8pp | 76.5%+20.7pp | 67.6%+29.5pp |
| Annual return | 12.12% | 18.88%-6.8pp | 29.32%-17.2pp | 35.59%-23.5pp |
| Employer contribution / active EE | $2,166 | $2,369-8.6% | $3,023-28.3% | $2,755-21.4% |
| Participant deferral / active EE | $4,276 | $4,118+3.8% | $5,053-15.4% | $4,296-0.5% |
| Admin fee / account holder | $2,264 | $8,049-71.9% | $9,451-76.0% | $6,918-67.3% |