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 | $49,642 | $64,121-22.6% | $78,805-37.0% | $116,875-57.5% |
| Participation rate | 80.0% | 71.0%+9.0pp | 73.6%+6.4pp | 74.5%+5.5pp |
| Annual return | 16.11% | 16.32%-0.2pp | -2.71%+18.8pp | 16.29%-0.2pp |
| Employer contribution / active EE | $1,241 | $2,257-45.0% | $4,059-69.4% | $3,288-62.3% |
| Participant deferral / active EE | $1,682 | $2,757-39.0% | $3,584-53.1% | $3,885-56.7% |
| Admin fee / account holder | $3,561 | $5,745-38.0% | $5,677-37.3% | $12,263-71.0% |