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 | $61,122 | $74,927-18.4% | $101,794-40.0% | $84,808-27.9% |
| Participation rate | 95.0% | 61.4%+33.6pp | 69.2%+25.8pp | 68.3%+26.7pp |
| Annual return | 14.84% | 18.70%-3.9pp | 30.53%-15.7pp | 40.90%-26.1pp |
| Employer contribution / active EE | $1,516 | $1,522-0.4% | $2,289-33.8% | $2,631-42.4% |
| Participant deferral / active EE | $2,080 | $3,099-32.9% | $4,084-49.1% | $4,212-50.6% |
| Admin fee / account holder | $778 | $6,514-88.1% | $8,777-91.1% | $7,344-89.4% |