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 | $52,599 | $63,355-17.0% | $91,989-42.8% | $72,985-27.9% |
| Participation rate | 86.2% | 72.5%+13.7pp | 78.6%+7.6pp | 69.5%+16.7pp |
| Annual return | 30.15% | 35.35%-5.2pp | 69.02%-38.9pp | 81.00%-50.9pp |
| Employer contribution / active EE | $1,236 | $2,116-41.6% | $3,452-64.2% | $2,440-49.4% |
| Participant deferral / active EE | $9,554 | $4,883+95.7% | $5,923+61.3% | $3,607+164.8% |
| Admin fee / account holder | $3,845 | $4,668-17.6% | $7,743-50.3% | $5,124-25.0% |