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 | $46,300 | $57,065-18.9% | $75,670-38.8% | $70,131-34.0% |
| Participation rate | 76.1% | 68.1%+8.0pp | 72.3%+3.7pp | 69.5%+6.5pp |
| Annual return | 16.42% | 23.57%-7.1pp | 27.34%-10.9pp | 73.14%-56.7pp |
| Employer contribution / active EE | $955 | $1,817-47.4% | $2,352-59.4% | $2,342-59.2% |
| Participant deferral / active EE | $1,775 | $2,580-31.2% | $3,142-43.5% | $3,332-46.7% |
| Admin fee / account holder | $1,249 | $3,825-67.3% | $5,800-78.5% | $4,645-73.1% |