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 | $51,266 | $92,985-44.9% | $153,485-66.6% | $80,856-36.6% |
| Participation rate | 94.9% | 69.0%+26.0pp | 77.1%+17.9pp | 67.6%+27.3pp |
| Annual return | 12.09% | 19.95%-7.9pp | 15.65%-3.6pp | 35.59%-23.5pp |
| Employer contribution / active EE | $3,190 | $3,507-9.0% | $5,039-36.7% | $2,755+15.8% |
| Participant deferral / active EE | $5,557 | $5,178+7.3% | $6,757-17.8% | $4,296+29.3% |
| Admin fee / account holder | $3,549 | $8,880-60.0% | $12,724-72.1% | $6,918-48.7% |