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 | $63,832 | $95,803-33.4% | $113,168-43.6% | $84,808-24.7% |
| Participation rate | 94.8% | 72.9%+22.0pp | 76.6%+18.3pp | 68.3%+26.5pp |
| Annual return | 15.70% | 25.00%-9.3pp | 24.27%-8.6pp | 40.90%-25.2pp |
| Employer contribution / active EE | $2,225 | $2,360-5.7% | $2,975-25.2% | $2,631-15.4% |
| Participant deferral / active EE | $3,406 | $4,242-19.7% | $5,107-33.3% | $4,212-19.1% |
| Admin fee / account holder | $6,499 | $8,989-27.7% | $12,068-46.1% | $7,344-11.5% |