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 | $62,240 | $72,277-13.9% | $101,248-38.5% | $79,858-22.1% |
| Participation rate | 85.3% | 68.5%+16.8pp | 75.8%+9.5pp | 69.6%+15.7pp |
| Annual return | 28.48% | 22.30%+6.2pp | 46.47%-18.0pp | 31.71%-3.2pp |
| Employer contribution / active EE | $2,553 | $2,692-5.1% | $3,660-30.2% | $2,471+3.3% |
| Participant deferral / active EE | $4,055 | $3,282+23.6% | $4,370-7.2% | $3,740+8.4% |
| Admin fee / account holder | $1,824 | $4,400-58.6% | $5,945-69.3% | $5,306-65.6% |