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 | $58,351 | $80,968-27.9% | $96,544-39.6% | $75,163-22.4% |
| Participation rate | 95.9% | 71.8%+24.2pp | 76.0%+20.0pp | 67.2%+28.8pp |
| Annual return | 14.09% | 27.06%-13.0pp | 25.84%-11.7pp | 160.62%-146.5pp |
| Employer contribution / active EE | $1,501 | $2,282-34.2% | $2,965-49.4% | $2,670-43.8% |
| Participant deferral / active EE | $3,182 | $3,928-19.0% | $4,851-34.4% | $4,125-22.9% |
| Admin fee / account holder | $2,969 | $6,724-55.8% | $8,252-64.0% | $5,651-47.5% |