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 | $57,714 | $86,929-33.6% | $102,423-43.7% | $80,856-28.6% |
| Participation rate | 98.1% | 72.4%+25.7pp | 76.5%+21.6pp | 67.6%+30.4pp |
| Annual return | 14.95% | 18.88%-3.9pp | 29.32%-14.4pp | 35.59%-20.6pp |
| Employer contribution / active EE | $2,002 | $2,369-15.5% | $3,023-33.8% | $2,755-27.3% |
| Participant deferral / active EE | $6,682 | $4,118+62.2% | $5,053+32.2% | $4,296+55.5% |
| Admin fee / account holder | $5,742 | $8,049-28.7% | $9,451-39.2% | $6,918-17.0% |