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 | $37,693 | $52,580-28.3% | $71,671-47.4% | $70,131-46.3% |
| Participation rate | 77.4% | 60.9%+16.5pp | 68.7%+8.6pp | 69.5%+7.8pp |
| Annual return | 15.41% | 20.25%-4.8pp | 20.65%-5.2pp | 73.14%-57.7pp |
| Employer contribution / active EE | $1,576 | $1,616-2.4% | $2,460-35.9% | $2,342-32.7% |
| Participant deferral / active EE | $2,433 | $2,386+2.0% | $3,438-29.2% | $3,332-27.0% |
| Admin fee / account holder | $3,241 | $3,653-11.3% | $5,558-41.7% | $4,645-30.2% |