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 | $58,409 | $73,787-20.8% | $98,716-40.8% | $82,448-29.2% |
| Participation rate | 77.4% | 61.4%+16.0pp | 69.3%+8.1pp | 68.1%+9.4pp |
| Annual return | 13.59% | 18.57%-5.0pp | 31.81%-18.2pp | 41.64%-28.0pp |
| Employer contribution / active EE | $2,201 | $1,511+45.7% | $2,279-3.4% | $2,551-13.7% |
| Participant deferral / active EE | $3,630 | $3,081+17.8% | $4,048-10.3% | $4,139-12.3% |
| Admin fee / account holder | $7,039 | $6,500+8.3% | $8,703-19.1% | $7,234-2.7% |