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 | $49,862 | $53,018-6.0% | $70,014-28.8% | $62,891-20.7% |
| Participation rate | 98.4% | 67.2%+31.2pp | 71.8%+26.6pp | 69.3%+29.1pp |
| Annual return | 12.04% | 13.35%-1.3pp | 12.99%-0.9pp | 20.14%-8.1pp |
| Employer contribution / active EE | $1,272 | $1,799-29.3% | $2,338-45.6% | $2,281-44.2% |
| Participant deferral / active EE | $5,283 | $2,395+120.6% | $2,931+80.3% | $3,203+65.0% |
| Admin fee / account holder | $2,670 | $3,690-27.6% | $4,380-39.0% | $4,296-37.8% |