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 | $58,730 | $67,606-13.1% | $82,313-28.6% | $70,131-16.3% |
| Participation rate | 86.8% | 72.8%+14.0pp | 76.9%+9.9pp | 69.5%+17.3pp |
| Annual return | 14.34% | 21.57%-7.2pp | 25.88%-11.5pp | 73.14%-58.8pp |
| Employer contribution / active EE | $1,990 | $1,755+13.4% | $2,428-18.1% | $2,342-15.1% |
| Participant deferral / active EE | $3,273 | $2,987+9.6% | $3,706-11.7% | $3,332-1.8% |
| Admin fee / account holder | $416 | $4,512-90.8% | $5,608-92.6% | $4,645-91.1% |