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 | $60,659 | $67,606-10.3% | $82,313-26.3% | $70,131-13.5% |
| Participation rate | 82.4% | 72.8%+9.6pp | 76.9%+5.5pp | 69.5%+12.8pp |
| Annual return | 18.30% | 21.57%-3.3pp | 25.88%-7.6pp | 73.14%-54.8pp |
| Employer contribution / active EE | $1,229 | $1,755-30.0% | $2,428-49.4% | $2,342-47.5% |
| Participant deferral / active EE | $1,861 | $2,987-37.7% | $3,706-49.8% | $3,332-44.1% |
| Admin fee / account holder | $1,136 | $4,512-74.8% | $5,608-79.7% | $4,645-75.5% |