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 | $51,975 | $67,411-22.9% | $91,001-42.9% | $70,131-25.9% |
| Participation rate | 93.4% | 71.4%+22.1pp | 75.6%+17.8pp | 69.5%+23.9pp |
| Annual return | 13.01% | -40.16%+53.2pp | 4.60%+8.4pp | 73.14%-60.1pp |
| Employer contribution / active EE | $1,640 | $1,786-8.2% | $2,456-33.2% | $2,342-30.0% |
| Participant deferral / active EE | $3,356 | $2,823+18.9% | $3,547-5.4% | $3,332+0.7% |
| Admin fee / account holder | $2,995 | $4,236-29.3% | $5,417-44.7% | $4,645-35.5% |