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 | $53,923 | $93,571-42.4% | $135,903-60.3% | $75,163-28.3% |
| Participation rate | 93.9% | 75.2%+18.8pp | 81.9%+12.0pp | 67.2%+26.7pp |
| Annual return | 19.67% | 30.90%-11.2pp | 68.23%-48.6pp | 160.62%-140.9pp |
| Employer contribution / active EE | $4,818 | $3,537+36.2% | $4,856-0.8% | $2,670+80.5% |
| Participant deferral / active EE | $3,197 | $6,404-50.1% | $7,758-58.8% | $4,125-22.5% |
| Admin fee / account holder | $1,104 | $6,975-84.2% | $10,762-89.7% | $5,651-80.5% |