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 | $53,868 | $74,927-28.1% | $101,794-47.1% | $84,808-36.5% |
| Participation rate | 95.5% | 61.4%+34.1pp | 69.2%+26.3pp | 68.3%+27.1pp |
| Annual return | 15.70% | 18.70%-3.0pp | 30.53%-14.8pp | 40.90%-25.2pp |
| Employer contribution / active EE | $1,861 | $1,522+22.3% | $2,289-18.7% | $2,631-29.3% |
| Participant deferral / active EE | $4,154 | $3,099+34.0% | $4,084+1.7% | $4,212-1.4% |
| Admin fee / account holder | $2,882 | $6,514-55.8% | $8,777-67.2% | $7,344-60.8% |