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 | $52,908 | $60,022-11.9% | $88,946-40.5% | $84,808-37.6% |
| Participation rate | 83.9% | 57.8%+26.0pp | 68.8%+15.0pp | 68.3%+15.6pp |
| Annual return | 14.56% | 22.43%-7.9pp | 57.82%-43.3pp | 40.90%-26.3pp |
| Employer contribution / active EE | $1,932 | $1,703+13.5% | $2,555-24.4% | $2,631-26.6% |
| Participant deferral / active EE | $3,081 | $3,114-1.0% | $4,581-32.7% | $4,212-26.8% |
| Admin fee / account holder | $4,411 | $4,811-8.3% | $8,261-46.6% | $7,344-39.9% |