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 | $73,787-17.2% | $98,716-38.1% | $82,448-25.9% |
| Participation rate | 95.0% | 61.4%+33.6pp | 69.3%+25.7pp | 68.1%+26.9pp |
| Annual return | 14.84% | 18.57%-3.7pp | 31.81%-17.0pp | 41.64%-26.8pp |
| Employer contribution / active EE | $1,516 | $1,511+0.3% | $2,279-33.5% | $2,551-40.6% |
| Participant deferral / active EE | $2,080 | $3,081-32.5% | $4,048-48.6% | $4,139-49.8% |
| Admin fee / account holder | $778 | $6,500-88.0% | $8,703-91.1% | $7,234-89.3% |