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 | $68,650 | $95,803-28.3% | $113,168-39.3% | $84,808-19.1% |
| Participation rate | 89.5% | 72.9%+16.6pp | 76.6%+12.9pp | 68.3%+21.2pp |
| Annual return | 15.39% | 25.00%-9.6pp | 24.27%-8.9pp | 40.90%-25.5pp |
| Employer contribution / active EE | $1,535 | $2,360-34.9% | $2,975-48.4% | $2,631-41.6% |
| Participant deferral / active EE | $2,629 | $4,242-38.0% | $5,107-48.5% | $4,212-37.6% |
| Admin fee / account holder | $15,043 | $8,989+67.4% | $12,068+24.7% | $7,344+104.8% |