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 | $61,658 | $93,571-34.1% | $135,903-54.6% | $75,163-18.0% |
| Participation rate | 92.9% | 75.2%+17.7pp | 81.9%+11.0pp | 67.2%+25.7pp |
| Annual return | 22.36% | 30.90%-8.5pp | 68.23%-45.9pp | 160.62%-138.3pp |
| Employer contribution / active EE | $2,129 | $3,537-39.8% | $4,856-56.2% | $2,670-20.3% |
| Participant deferral / active EE | $4,278 | $6,404-33.2% | $7,758-44.9% | $4,125+3.7% |
| Admin fee / account holder | $1,223 | $6,975-82.5% | $10,762-88.6% | $5,651-78.4% |