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 | $44,291 | $48,076-7.9% | $78,689-43.7% | $62,891-29.6% |
| Participation rate | 97.4% | 65.2%+32.2pp | 73.6%+23.9pp | 69.3%+28.1pp |
| Annual return | 24.78% | 31.35%-6.6pp | 62.18%-37.4pp | 20.14%+4.6pp |
| Employer contribution / active EE | $2,860 | $2,015+41.9% | $2,851+0.3% | $2,281+25.4% |
| Participant deferral / active EE | $1,662 | $2,588-35.8% | $3,517-52.7% | $3,203-48.1% |
| Admin fee / account holder | $1,787 | $3,207-44.3% | $4,510-60.4% | $4,296-58.4% |