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 | $58,417 | $59,839-2.4% | $81,983-28.7% | $79,858-26.8% |
| Participation rate | 75.4% | 61.6%+13.7pp | 69.2%+6.1pp | 69.6%+5.7pp |
| Annual return | 20.69% | 17.56%+3.1pp | 41.31%-20.6pp | 31.71%-11.0pp |
| Employer contribution / active EE | $1,515 | $1,713-11.6% | $2,498-39.4% | $2,471-38.7% |
| Participant deferral / active EE | $1,862 | $2,695-30.9% | $3,722-50.0% | $3,740-50.2% |
| Admin fee / account holder | $1,184 | $4,287-72.4% | $5,664-79.1% | $5,306-77.7% |