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 | $24,256 | $82,882-70.7% | $127,761-81.0% | $72,985-66.8% |
| Participation rate | 97.1% | 71.5%+25.6pp | 79.0%+18.2pp | 69.5%+27.7pp |
| Annual return | 20.20% | 32.20%-12.0pp | 26.14%-5.9pp | 81.00%-60.8pp |
| Employer contribution / active EE | $2,504 | $3,346-25.2% | $4,574-45.2% | $2,440+2.6% |
| Participant deferral / active EE | $5,375 | $4,791+12.2% | $6,021-10.7% | $3,607+49.0% |
| Admin fee / account holder | $4,959 | $6,487-23.6% | $9,395-47.2% | $5,124-3.2% |