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 | $63,731 | $67,606-5.7% | $82,313-22.6% | $70,131-9.1% |
| Participation rate | 86.7% | 72.8%+13.9pp | 76.9%+9.8pp | 69.5%+17.1pp |
| Annual return | 16.45% | 21.57%-5.1pp | 25.88%-9.4pp | 73.14%-56.7pp |
| Employer contribution / active EE | $1,223 | $1,755-30.3% | $2,428-49.6% | $2,342-47.8% |
| Participant deferral / active EE | $2,999 | $2,987+0.4% | $3,706-19.1% | $3,332-10.0% |
| Admin fee / account holder | $1,011 | $4,512-77.6% | $5,608-82.0% | $4,645-78.2% |