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 | $37,730 | $81,460-53.7% | $103,333-63.5% | $80,856-53.3% |
| Participation rate | 95.4% | 66.8%+28.5pp | 74.5%+20.9pp | 67.6%+27.7pp |
| Annual return | 12.84% | 25.55%-12.7pp | 24.88%-12.0pp | 35.59%-22.8pp |
| Employer contribution / active EE | $3,940 | $3,105+26.9% | $3,868+1.9% | $2,755+43.0% |
| Participant deferral / active EE | $2,868 | $3,869-25.9% | $5,057-43.3% | $4,296-33.2% |
| Admin fee / account holder | $3,068 | $6,566-53.3% | $8,355-63.3% | $6,918-55.6% |