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 | $63,282 | $95,803-33.9% | $113,168-44.1% | $84,808-25.4% |
| Participation rate | 90.6% | 72.9%+17.7pp | 76.6%+14.0pp | 68.3%+22.3pp |
| Annual return | 14.42% | 25.00%-10.6pp | 24.27%-9.8pp | 40.90%-26.5pp |
| Employer contribution / active EE | $1,010 | $2,360-57.2% | $2,975-66.1% | $2,631-61.6% |
| Participant deferral / active EE | $3,482 | $4,242-17.9% | $5,107-31.8% | $4,212-17.3% |
| Admin fee / account holder | $6,339 | $8,989-29.5% | $12,068-47.5% | $7,344-13.7% |