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 | $36,151 | $60,349-40.1% | $74,183-51.3% | $62,891-42.5% |
| Participation rate | 83.1% | 72.7%+10.3pp | 76.6%+6.4pp | 69.3%+13.7pp |
| Annual return | 5.23% | 21.37%-16.1pp | 17.74%-12.5pp | 20.14%-14.9pp |
| Employer contribution / active EE | $1,555 | $1,680-7.4% | $2,370-34.4% | $2,281-31.8% |
| Participant deferral / active EE | $3,125 | $2,856+9.4% | $3,550-12.0% | $3,203-2.4% |
| Admin fee / account holder | $5,045 | $4,261+18.4% | $5,586-9.7% | $4,296+17.5% |