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 | $67,884 | $80,968-16.2% | $96,544-29.7% | $75,163-9.7% |
| Participation rate | 92.1% | 71.8%+20.3pp | 76.0%+16.1pp | 67.2%+24.9pp |
| Annual return | 13.58% | 27.06%-13.5pp | 25.84%-12.3pp | 160.62%-147.0pp |
| Employer contribution / active EE | $1,268 | $2,282-44.4% | $2,965-57.2% | $2,670-52.5% |
| Participant deferral / active EE | $5,586 | $3,928+42.2% | $4,851+15.2% | $4,125+35.4% |
| Admin fee / account holder | $6,378 | $6,724-5.1% | $8,252-22.7% | $5,651+12.9% |