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 | $54,151 | $95,803-43.5% | $113,168-52.1% | $84,808-36.1% |
| Participation rate | 86.5% | 72.9%+13.6pp | 76.6%+9.9pp | 68.3%+18.2pp |
| Annual return | 13.74% | 25.00%-11.3pp | 24.27%-10.5pp | 40.90%-27.2pp |
| Employer contribution / active EE | $1,800 | $2,360-23.7% | $2,975-39.5% | $2,631-31.6% |
| Participant deferral / active EE | $3,794 | $4,242-10.6% | $5,107-25.7% | $4,212-9.9% |
| Admin fee / account holder | $3,989 | $8,989-55.6% | $12,068-66.9% | $7,344-45.7% |