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 | $72,065 | $163,101-55.8% | $136,749-47.3% | $142,382-49.4% |
| Participation rate | 86.4% | 78.2%+8.1pp | 72.1%+14.2pp | 80.1%+6.2pp |
| Annual return | 14.75% | 27.54%-12.8pp | 24.33%-9.6pp | 217.08%-202.3pp |
| Employer contribution / active EE | $3,346 | $4,117-18.7% | $3,400-1.6% | $4,299-22.2% |
| Participant deferral / active EE | $2,560 | $5,585-54.2% | $4,692-45.4% | $6,507-60.7% |
| Admin fee / account holder | $1,482 | $14,318-89.6% | $11,386-87.0% | $12,624-88.3% |