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 | $77,896-6.4% | $134,172-45.7% | $82,448-11.6% |
| Participation rate | 88.0% | 62.8%+25.2pp | 72.5%+15.5pp | 68.1%+19.9pp |
| Annual return | 14.10% | 18.21%-4.1pp | 25.30%-11.2pp | 41.64%-27.5pp |
| Employer contribution / active EE | $1,458 | $2,159-32.5% | $3,420-57.4% | $2,551-42.8% |
| Participant deferral / active EE | $1,853 | $3,162-41.4% | $4,690-60.5% | $4,139-55.2% |
| Admin fee / account holder | $3,751 | $6,336-40.8% | $12,016-68.8% | $7,234-48.2% |