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 | $46,070 | $64,348-28.4% | $90,160-48.9% | $70,131-34.3% |
| Participation rate | 97.2% | 70.4%+26.8pp | 76.9%+20.3pp | 69.5%+27.7pp |
| Annual return | 22.20% | 28.13%-5.9pp | 34.88%-12.7pp | 73.14%-50.9pp |
| Employer contribution / active EE | $2,894 | $2,046+41.5% | $3,318-12.8% | $2,342+23.6% |
| Participant deferral / active EE | $5,210 | $4,389+18.7% | $5,288-1.5% | $3,332+56.4% |
| Admin fee / account holder | $5,815 | $3,944+47.4% | $5,943-2.2% | $4,645+25.2% |