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 | $63,911 | $65,365-2.2% | $92,893-31.2% | $72,985-12.4% |
| Participation rate | 77.4% | 68.3%+9.1pp | 76.0%+1.4pp | 69.5%+7.9pp |
| Annual return | 28.81% | 42.10%-13.3pp | 109.41%-80.6pp | 81.00%-52.2pp |
| Employer contribution / active EE | $594 | $2,594-77.1% | $3,653-83.8% | $2,440-75.7% |
| Participant deferral / active EE | $3,665 | $3,128+17.1% | $4,236-13.5% | $3,607+1.6% |
| Admin fee / account holder | $2,266 | $4,251-46.7% | $5,794-60.9% | $5,124-55.8% |