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 | $78,958 | $95,803-17.6% | $113,168-30.2% | $84,808-6.9% |
| Participation rate | 95.5% | 72.9%+22.6pp | 76.6%+18.9pp | 68.3%+27.1pp |
| Annual return | 15.75% | 25.00%-9.3pp | 24.27%-8.5pp | 40.90%-25.1pp |
| Employer contribution / active EE | $3,212 | $2,360+36.1% | $2,975+8.0% | $2,631+22.1% |
| Participant deferral / active EE | $3,368 | $4,242-20.6% | $5,107-34.1% | $4,212-20.0% |
| Admin fee / account holder | $1,611 | $8,989-82.1% | $12,068-86.7% | $7,344-78.1% |