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 | $54,792 | $67,606-19.0% | $82,313-33.4% | $70,131-21.9% |
| Participation rate | 82.9% | 72.8%+10.1pp | 76.9%+6.0pp | 69.5%+13.4pp |
| Annual return | 16.04% | 21.57%-5.5pp | 25.88%-9.8pp | 73.14%-57.1pp |
| Employer contribution / active EE | $768 | $1,755-56.2% | $2,428-68.4% | $2,342-67.2% |
| Participant deferral / active EE | $3,579 | $2,987+19.8% | $3,706-3.4% | $3,332+7.4% |
| Admin fee / account holder | $3,644 | $4,512-19.2% | $5,608-35.0% | $4,645-21.6% |