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 | $60,158 | $74,927-19.7% | $101,794-40.9% | $84,808-29.1% |
| Participation rate | 82.2% | 61.4%+20.8pp | 69.2%+13.0pp | 68.3%+13.9pp |
| Annual return | 15.59% | 18.70%-3.1pp | 30.53%-14.9pp | 40.90%-25.3pp |
| Employer contribution / active EE | $1,894 | $1,522+24.4% | $2,289-17.3% | $2,631-28.0% |
| Participant deferral / active EE | $5,610 | $3,099+81.0% | $4,084+37.4% | $4,212+33.2% |
| Admin fee / account holder | $3,511 | $6,514-46.1% | $8,777-60.0% | $7,344-52.2% |