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 | $56,381 | $72,492-22.2% | $87,100-35.3% | $72,985-22.7% |
| Participation rate | 94.5% | 72.8%+21.7pp | 76.9%+17.7pp | 69.5%+25.1pp |
| Annual return | 18.70% | 24.46%-5.8pp | 28.19%-9.5pp | 81.00%-62.3pp |
| Employer contribution / active EE | $2,804 | $1,894+48.1% | $2,521+11.2% | $2,440+14.9% |
| Participant deferral / active EE | $3,723 | $3,270+13.9% | $4,049-8.0% | $3,607+3.2% |
| Admin fee / account holder | $1,733 | $5,055-65.7% | $7,497-76.9% | $5,124-66.2% |