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 | $54,085 | $76,367-29.2% | $93,606-42.2% | $72,985-25.9% |
| Participation rate | 92.6% | 71.7%+20.8pp | 75.8%+16.8pp | 69.5%+23.1pp |
| Annual return | 16.80% | 25.82%-9.0pp | 32.76%-16.0pp | 81.00%-64.2pp |
| Employer contribution / active EE | $1,375 | $2,275-39.6% | $2,718-49.4% | $2,440-43.6% |
| Participant deferral / active EE | $3,191 | $3,538-9.8% | $4,069-21.6% | $3,607-11.6% |
| Admin fee / account holder | $2,268 | $6,838-66.8% | $7,888-71.2% | $5,124-55.7% |