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 | $42,316 | $72,492-41.6% | $87,100-51.4% | $72,985-42.0% |
| Participation rate | 81.8% | 72.8%+9.0pp | 76.9%+4.9pp | 69.5%+12.3pp |
| Annual return | 18.39% | 24.46%-6.1pp | 28.19%-9.8pp | 81.00%-62.6pp |
| Employer contribution / active EE | $2,067 | $1,894+9.1% | $2,521-18.0% | $2,440-15.3% |
| Participant deferral / active EE | $4,667 | $3,270+42.7% | $4,049+15.3% | $3,607+29.4% |
| Admin fee / account holder | $1,067 | $5,055-78.9% | $7,497-85.8% | $5,124-79.2% |