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 | $39,273 | $67,606-41.9% | $82,313-52.3% | $70,131-44.0% |
| Participation rate | 90.0% | 72.8%+17.2pp | 76.9%+13.1pp | 69.5%+20.5pp |
| Annual return | 19.24% | 21.57%-2.3pp | 25.88%-6.6pp | 73.14%-53.9pp |
| Employer contribution / active EE | $4,483 | $1,755+155.5% | $2,428+84.6% | $2,342+91.4% |
| Participant deferral / active EE | $4,901 | $2,987+64.1% | $3,706+32.2% | $3,332+47.1% |
| Admin fee / account holder | $1,451 | $4,512-67.8% | $5,608-74.1% | $4,645-68.8% |