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 | $72,877 | $78,926-7.7% | $136,749-46.7% | $84,808-14.1% |
| Participation rate | 88.0% | 62.2%+25.8pp | 72.1%+15.9pp | 68.3%+19.7pp |
| Annual return | 14.10% | 18.17%-4.1pp | 24.33%-10.2pp | 40.90%-26.8pp |
| Employer contribution / active EE | $1,458 | $2,134-31.7% | $3,400-57.1% | $2,631-44.6% |
| Participant deferral / active EE | $1,853 | $3,168-41.5% | $4,692-60.5% | $4,212-56.0% |
| Admin fee / account holder | $3,751 | $6,369-41.1% | $11,386-67.1% | $7,344-48.9% |