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 | $56,311 | $57,065-1.3% | $75,670-25.6% | $70,131-19.7% |
| Participation rate | 95.9% | 68.1%+27.8pp | 72.3%+23.6pp | 69.5%+26.4pp |
| Annual return | 12.29% | 23.57%-11.3pp | 27.34%-15.1pp | 73.14%-60.9pp |
| Employer contribution / active EE | $1,980 | $1,817+9.0% | $2,352-15.8% | $2,342-15.5% |
| Participant deferral / active EE | $4,458 | $2,580+72.8% | $3,142+41.9% | $3,332+33.8% |
| Admin fee / account holder | $4,088 | $3,825+6.9% | $5,800-29.5% | $4,645-12.0% |