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 | $59,060 | $95,803-38.4% | $113,168-47.8% | $84,808-30.4% |
| Participation rate | 80.0% | 72.9%+7.1pp | 76.6%+3.4pp | 68.3%+11.7pp |
| Annual return | 15.03% | 25.00%-10.0pp | 24.27%-9.2pp | 40.90%-25.9pp |
| Employer contribution / active EE | $2,771 | $2,360+17.4% | $2,975-6.9% | $2,631+5.3% |
| Participant deferral / active EE | $4,139 | $4,242-2.4% | $5,107-19.0% | $4,212-1.7% |
| Admin fee / account holder | $1,375 | $8,989-84.7% | $12,068-88.6% | $7,344-81.3% |