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 | $64,033 | $80,968-20.9% | $96,544-33.7% | $75,163-14.8% |
| Participation rate | 97.1% | 71.8%+25.4pp | 76.0%+21.2pp | 67.2%+30.0pp |
| Annual return | 17.17% | 27.06%-9.9pp | 25.84%-8.7pp | 160.62%-143.4pp |
| Employer contribution / active EE | $1,717 | $2,282-24.7% | $2,965-42.1% | $2,670-35.7% |
| Participant deferral / active EE | $3,809 | $3,928-3.0% | $4,851-21.5% | $4,125-7.7% |
| Admin fee / account holder | $2,740 | $6,724-59.3% | $8,252-66.8% | $5,651-51.5% |