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 | $62,392 | $72,277-13.7% | $101,248-38.4% | $79,858-21.9% |
| Participation rate | 91.4% | 68.5%+23.0pp | 75.8%+15.6pp | 69.6%+21.8pp |
| Annual return | 13.24% | 22.30%-9.1pp | 46.47%-33.2pp | 31.71%-18.5pp |
| Employer contribution / active EE | $2,256 | $2,692-16.2% | $3,660-38.4% | $2,471-8.7% |
| Participant deferral / active EE | $3,496 | $3,282+6.5% | $4,370-20.0% | $3,740-6.5% |
| Admin fee / account holder | $3,653 | $4,400-17.0% | $5,945-38.6% | $5,306-31.2% |