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 | $57,356 | $104,251-45.0% | $91,001-37.0% | $147,584-61.1% |
| Participation rate | 88.9% | 78.2%+10.6pp | 75.6%+13.3pp | 82.8%+6.1pp |
| Annual return | 17.67% | 27.06%-9.4pp | 4.60%+13.1pp | 578.55%-560.9pp |
| Employer contribution / active EE | $3,219 | $3,116+3.3% | $2,456+31.1% | $4,876-34.0% |
| Participant deferral / active EE | $5,092 | $4,195+21.4% | $3,547+43.5% | $5,439-6.4% |
| Admin fee / account holder | $4,103 | $8,948-54.1% | $5,417-24.3% | $10,885-62.3% |