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 | $49,289 | $57,065-13.6% | $75,670-34.9% | $70,131-29.7% |
| Participation rate | 81.7% | 68.1%+13.6pp | 72.3%+9.3pp | 69.5%+12.1pp |
| Annual return | 16.22% | 23.57%-7.3pp | 27.34%-11.1pp | 73.14%-56.9pp |
| Employer contribution / active EE | $805 | $1,817-55.7% | $2,352-65.8% | $2,342-65.6% |
| Participant deferral / active EE | $3,926 | $2,580+52.2% | $3,142+24.9% | $3,332+17.8% |
| Admin fee / account holder | $3,148 | $3,825-17.7% | $5,800-45.7% | $4,645-32.2% |