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 | $52,728 | $54,541-3.3% | $78,778-33.1% | $70,131-24.8% |
| Participation rate | 77.8% | 60.8%+17.0pp | 69.2%+8.6pp | 69.5%+8.2pp |
| Annual return | 17.70% | 21.07%-3.4pp | 35.62%-17.9pp | 73.14%-55.4pp |
| Employer contribution / active EE | $1,123 | $1,089+3.1% | $1,986-43.5% | $2,342-52.1% |
| Participant deferral / active EE | $1,413 | $2,210-36.1% | $2,958-52.2% | $3,332-57.6% |
| Admin fee / account holder | $1,230 | $3,709-66.8% | $5,134-76.0% | $4,645-73.5% |