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 | $60,685 | $72,492-16.3% | $87,100-30.3% | $72,985-16.9% |
| Participation rate | 91.8% | 72.8%+19.0pp | 76.9%+14.9pp | 69.5%+22.3pp |
| Annual return | 22.09% | 24.46%-2.4pp | 28.19%-6.1pp | 81.00%-58.9pp |
| Employer contribution / active EE | $1,623 | $1,894-14.3% | $2,521-35.6% | $2,440-33.5% |
| Participant deferral / active EE | $3,759 | $3,270+15.0% | $4,049-7.2% | $3,607+4.2% |
| Admin fee / account holder | $7,566 | $5,055+49.7% | $7,497+0.9% | $5,124+47.6% |