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 | $50,263 | $72,012-30.2% | $185,823-73.0% | $79,858-37.1% |
| Participation rate | 86.7% | 65.8%+20.9pp | 78.0%+8.6pp | 69.6%+17.0pp |
| Annual return | 22.97% | 23.12%-0.1pp | 35.95%-13.0pp | 31.71%-8.7pp |
| Employer contribution / active EE | $1,848 | $1,965-6.0% | $4,087-54.8% | $2,471-25.2% |
| Participant deferral / active EE | $3,611 | $3,779-4.4% | $5,632-35.9% | $3,740-3.5% |
| Admin fee / account holder | $5,237 | $4,513+16.1% | $9,500-44.9% | $5,306-1.3% |