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 | $41,309 | $72,277-42.8% | $101,248-59.2% | $79,858-48.3% |
| Participation rate | 92.5% | 68.5%+24.0pp | 75.8%+16.7pp | 69.6%+22.9pp |
| Annual return | 10.82% | 22.30%-11.5pp | 46.47%-35.7pp | 31.71%-20.9pp |
| Employer contribution / active EE | $1,832 | $2,692-31.9% | $3,660-49.9% | $2,471-25.9% |
| Participant deferral / active EE | $1,673 | $3,282-49.0% | $4,370-61.7% | $3,740-55.3% |
| Admin fee / account holder | $5,303 | $4,400+20.5% | $5,945-10.8% | $5,306-0.1% |