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 | $58,026 | $73,933-21.5% | $96,683-40.0% | $75,163-22.8% |
| Participation rate | 84.4% | 66.4%+18.0pp | 74.3%+10.0pp | 67.2%+17.2pp |
| Annual return | 19.04% | 26.70%-7.7pp | 35.69%-16.7pp | 160.62%-141.6pp |
| Employer contribution / active EE | $1,733 | $2,928-40.8% | $3,737-53.6% | $2,670-35.1% |
| Participant deferral / active EE | $3,600 | $3,659-1.6% | $4,878-26.2% | $4,125-12.7% |
| Admin fee / account holder | $2,595 | $5,216-50.2% | $6,730-61.4% | $5,651-54.1% |