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 | $62,306 | $99,341-37.3% | $84,750-26.5% | $273,961-77.3% |
| Participation rate | 95.8% | 80.7%+15.1pp | 76.6%+19.2pp | 83.0%+12.8pp |
| Annual return | 7.04% | 22.93%-15.9pp | 22.78%-15.7pp | 41.45%-34.4pp |
| Employer contribution / active EE | $1,266 | $4,214-70.0% | $3,574-64.6% | $4,869-74.0% |
| Participant deferral / active EE | $2,820 | $4,269-33.9% | $3,712-24.0% | $5,287-46.7% |
| Admin fee / account holder | $504 | $6,644-92.4% | $5,332-90.5% | $10,132-95.0% |