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 | $52,680 | $55,706-5.4% | $75,886-30.6% | $72,985-27.8% |
| Participation rate | 74.1% | 61.1%+12.9pp | 69.3%+4.8pp | 69.5%+4.6pp |
| Annual return | 21.61% | 27.59%-6.0pp | 30.76%-9.1pp | 81.00%-59.4pp |
| Employer contribution / active EE | $713 | $1,687-57.7% | $2,500-71.5% | $2,440-70.8% |
| Participant deferral / active EE | $4,265 | $2,634+61.9% | $3,603+18.4% | $3,607+18.2% |
| Admin fee / account holder | $2,530 | $3,978-36.4% | $5,418-53.3% | $5,124-50.6% |