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 | $63,860 | $81,248-21.4% | $155,509-58.9% | $80,856-21.0% |
| Participation rate | 74.1% | 66.2%+7.9pp | 78.2%-4.0pp | 67.6%+6.5pp |
| Annual return | 15.21% | 33.31%-18.1pp | 64.67%-49.5pp | 35.59%-20.4pp |
| Employer contribution / active EE | $3,242 | $3,100+4.6% | $4,672-30.6% | $2,755+17.7% |
| Participant deferral / active EE | $3,610 | $3,452+4.6% | $5,626-35.8% | $4,296-16.0% |
| Admin fee / account holder | $1,634 | $7,997-79.6% | $15,912-89.7% | $6,918-76.4% |