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 | $77,592 | $81,248-4.5% | $155,509-50.1% | $80,856-4.0% |
| Participation rate | 83.8% | 66.2%+17.6pp | 78.2%+5.6pp | 67.6%+16.1pp |
| Annual return | 13.36% | 33.31%-19.9pp | 64.67%-51.3pp | 35.59%-22.2pp |
| Employer contribution / active EE | $1,446 | $3,100-53.4% | $4,672-69.1% | $2,755-47.5% |
| Participant deferral / active EE | $3,577 | $3,452+3.6% | $5,626-36.4% | $4,296-16.7% |
| Admin fee / account holder | $4,899 | $7,997-38.7% | $15,912-69.2% | $6,918-29.2% |