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 | $62,556 | $81,446-23.2% | $103,374-39.5% | $80,874-22.7% |
| Participation rate | 97.7% | 66.9%+30.9pp | 74.5%+23.2pp | 67.6%+30.1pp |
| Annual return | 11.41% | 25.57%-14.2pp | 24.89%-13.5pp | 35.62%-24.2pp |
| Employer contribution / active EE | $1,833 | $3,107-41.0% | $3,869-52.6% | $2,756-33.5% |
| Participant deferral / active EE | $4,459 | $3,870+15.2% | $5,058-11.8% | $4,297+3.8% |
| Admin fee / account holder | $3,398 | $6,715-49.4% | $8,394-59.5% | $6,935-51.0% |