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 | $61,208 | $95,803-36.1% | $113,168-45.9% | $84,808-27.8% |
| Participation rate | 97.1% | 72.9%+24.2pp | 76.6%+20.5pp | 68.3%+28.7pp |
| Annual return | 17.27% | 25.00%-7.7pp | 24.27%-7.0pp | 40.90%-23.6pp |
| Employer contribution / active EE | $3,492 | $2,360+48.0% | $2,975+17.4% | $2,631+32.7% |
| Participant deferral / active EE | $7,212 | $4,242+70.0% | $5,107+41.2% | $4,212+71.2% |
| Admin fee / account holder | $1,701 | $8,989-81.1% | $12,068-85.9% | $7,344-76.8% |