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 | $37,153 | $72,277-48.6% | $101,248-63.3% | $79,858-53.5% |
| Participation rate | 97.0% | 68.5%+28.5pp | 75.8%+21.2pp | 69.6%+27.3pp |
| Annual return | 13.86% | 22.30%-8.4pp | 46.47%-32.6pp | 31.71%-17.9pp |
| Employer contribution / active EE | $2,937 | $2,692+9.1% | $3,660-19.7% | $2,471+18.9% |
| Participant deferral / active EE | $5,280 | $3,282+60.9% | $4,370+20.8% | $3,740+41.2% |
| Admin fee / account holder | $4,352 | $4,400-1.1% | $5,945-26.8% | $5,306-18.0% |