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 | $51,297 | $109,413-53.1% | $156,263-67.2% | $84,808-39.5% |
| Participation rate | 95.0% | 72.7%+22.3pp | 78.9%+16.1pp | 68.3%+26.7pp |
| Annual return | 15.27% | 20.18%-4.9pp | 59.47%-44.2pp | 40.90%-25.6pp |
| Employer contribution / active EE | $2,425 | $2,907-16.6% | $4,333-44.0% | $2,631-7.8% |
| Participant deferral / active EE | $3,393 | $4,590-26.1% | $6,158-44.9% | $4,212-19.4% |
| Admin fee / account holder | $1,453 | $9,357-84.5% | $14,255-89.8% | $7,344-80.2% |