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 | $44,630 | $72,177-38.2% | $115,037-61.2% | $59,632-25.2% |
| Participation rate | 93.0% | 72.6%+20.5pp | 81.4%+11.7pp | 68.7%+24.4pp |
| Annual return | 6.37% | 12.02%-5.6pp | 26.14%-19.8pp | 2041.28%-2034.9pp |
| Employer contribution / active EE | $2,523 | $2,841-11.2% | $4,608-45.2% | $2,203+14.5% |
| Participant deferral / active EE | $6,627 | $4,783+38.6% | $6,026+10.0% | $3,192+107.6% |
| Admin fee / account holder | $2,433 | $4,927-50.6% | $8,175-70.2% | $4,297-43.4% |