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 | $56,715 | $58,523-3.1% | $99,443-43.0% | $72,985-22.3% |
| Participation rate | 94.3% | 64.6%+29.7pp | 73.8%+20.5pp | 69.5%+24.8pp |
| Annual return | 24.05% | 28.51%-4.5pp | 30.72%-6.7pp | 81.00%-57.0pp |
| Employer contribution / active EE | $3,718 | $1,512+145.9% | $2,540+46.4% | $2,440+52.4% |
| Participant deferral / active EE | $2,619 | $2,606+0.5% | $3,619-27.6% | $3,607-27.4% |
| Admin fee / account holder | $447 | $4,102-89.1% | $6,250-92.9% | $5,124-91.3% |