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 | $60,567 | $148,978-59.3% | $200,582-69.8% | $84,808-28.6% |
| Participation rate | 96.0% | 84.2%+11.8pp | 86.9%+9.1pp | 68.3%+27.7pp |
| Annual return | 13.90% | 28.16%-14.3pp | 42.33%-28.4pp | 40.90%-27.0pp |
| Employer contribution / active EE | $2,060 | $4,815-57.2% | $6,419-67.9% | $2,631-21.7% |
| Participant deferral / active EE | $3,511 | $7,142-50.8% | $9,331-62.4% | $4,212-16.6% |
| Admin fee / account holder | $2,468 | $13,977-82.3% | $16,305-84.9% | $7,344-66.4% |