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 | $67,533 | $71,057-5.0% | $93,654-27.9% | $80,874-16.5% |
| Participation rate | 95.5% | 60.4%+35.0pp | 68.7%+26.7pp | 67.6%+27.8pp |
| Annual return | 13.09% | 11.26%+1.8pp | 133.34%-120.3pp | 35.62%-22.5pp |
| Employer contribution / active EE | $2,033 | $1,564+30.0% | $2,421-16.0% | $2,756-26.2% |
| Participant deferral / active EE | $4,216 | $4,034+4.5% | $4,413-4.5% | $4,297-1.9% |
| Admin fee / account holder | $2,333 | $6,944-66.4% | $8,282-71.8% | $6,935-66.4% |