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 | $52,486 | $67,606-22.4% | $82,313-36.2% | $70,131-25.2% |
| Participation rate | 88.8% | 72.8%+16.0pp | 76.9%+11.9pp | 69.5%+19.2pp |
| Annual return | 16.58% | 21.57%-5.0pp | 25.88%-9.3pp | 73.14%-56.6pp |
| Employer contribution / active EE | $1,290 | $1,755-26.5% | $2,428-46.9% | $2,342-44.9% |
| Participant deferral / active EE | $3,710 | $2,987+24.2% | $3,706+0.1% | $3,332+11.3% |
| Admin fee / account holder | $790 | $4,512-82.5% | $5,608-85.9% | $4,645-83.0% |