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 | $42,570 | $86,891-51.0% | $142,449-70.1% | $75,163-43.4% |
| Participation rate | 98.7% | 68.5%+30.2pp | 76.8%+21.9pp | 67.2%+31.5pp |
| Annual return | 17.29% | 23.31%-6.0pp | 19.99%-2.7pp | 160.62%-143.3pp |
| Employer contribution / active EE | $2,885 | $3,355-14.0% | $4,847-40.5% | $2,670+8.0% |
| Participant deferral / active EE | $5,009 | $4,938+1.4% | $6,283-20.3% | $4,125+21.4% |
| Admin fee / account holder | $8,836 | $7,299+21.1% | $10,011-11.7% | $5,651+56.4% |