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 | $60,239 | $74,927-19.6% | $101,794-40.8% | $84,808-29.0% |
| Participation rate | 91.4% | 61.4%+30.0pp | 69.2%+22.2pp | 68.3%+23.1pp |
| Annual return | 14.75% | 18.70%-4.0pp | 30.53%-15.8pp | 40.90%-26.1pp |
| Employer contribution / active EE | $1,114 | $1,522-26.8% | $2,289-51.3% | $2,631-57.6% |
| Participant deferral / active EE | $6,532 | $3,099+110.8% | $4,084+59.9% | $4,212+55.1% |
| Admin fee / account holder | $6,251 | $6,514-4.0% | $8,777-28.8% | $7,344-14.9% |