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 | $77,576 | $138,347-43.9% | $184,203-57.9% | $80,856-4.1% |
| Participation rate | 79.0% | 83.9%-4.8pp | 86.8%-7.8pp | 67.6%+11.4pp |
| Annual return | 14.65% | 20.02%-5.4pp | 28.81%-14.2pp | 35.59%-20.9pp |
| Employer contribution / active EE | $2,521 | $4,850-48.0% | $6,427-60.8% | $2,755-8.5% |
| Participant deferral / active EE | $8,639 | $7,071+22.2% | $9,131-5.4% | $4,296+101.1% |
| Admin fee / account holder | $13,202 | $10,483+25.9% | $13,901-5.0% | $6,918+90.8% |