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 | $52,198 | $72,277-27.8% | $101,248-48.4% | $79,858-34.6% |
| Participation rate | 85.4% | 68.5%+16.9pp | 75.8%+9.6pp | 69.6%+15.7pp |
| Annual return | 23.84% | 22.30%+1.5pp | 46.47%-22.6pp | 31.71%-7.9pp |
| Employer contribution / active EE | $2,030 | $2,692-24.6% | $3,660-44.5% | $2,471-17.8% |
| Participant deferral / active EE | $2,629 | $3,282-19.9% | $4,370-39.8% | $3,740-29.7% |
| Admin fee / account holder | $495 | $4,400-88.7% | $5,945-91.7% | $5,306-90.7% |