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 | $61,425 | $74,927-18.0% | $101,794-39.7% | $84,808-27.6% |
| Participation rate | 88.5% | 61.4%+27.1pp | 69.2%+19.3pp | 68.3%+20.2pp |
| Annual return | 15.46% | 18.70%-3.2pp | 30.53%-15.1pp | 40.90%-25.4pp |
| Employer contribution / active EE | $1,889 | $1,522+24.1% | $2,289-17.5% | $2,631-28.2% |
| Participant deferral / active EE | $3,475 | $3,099+12.1% | $4,084-14.9% | $4,212-17.5% |
| Admin fee / account holder | $2,353 | $6,514-63.9% | $8,777-73.2% | $7,344-68.0% |