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 | $62,156 | $86,929-28.5% | $102,423-39.3% | $80,856-23.1% |
| Participation rate | 87.2% | 72.4%+14.9pp | 76.5%+10.7pp | 67.6%+19.6pp |
| Annual return | 10.47% | 18.88%-8.4pp | 29.32%-18.8pp | 35.59%-25.1pp |
| Employer contribution / active EE | $1,729 | $2,369-27.0% | $3,023-42.8% | $2,755-37.2% |
| Participant deferral / active EE | $3,786 | $4,118-8.1% | $5,053-25.1% | $4,296-11.9% |
| Admin fee / account holder | $10,294 | $8,049+27.9% | $9,451+8.9% | $6,918+48.8% |