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 | $61,628 | $59,101+4.3% | $77,163-20.1% | $75,163-18.0% |
| Participation rate | 83.0% | 63.9%+19.1pp | 69.6%+13.4pp | 67.2%+15.8pp |
| Annual return | 17.83% | 26.71%-8.9pp | 37.87%-20.0pp | 160.62%-142.8pp |
| Employer contribution / active EE | $4,052 | $1,995+103.1% | $2,535+59.9% | $2,670+51.8% |
| Participant deferral / active EE | $2,278 | $2,999-24.1% | $3,833-40.6% | $4,125-44.8% |
| Admin fee / account holder | $1,869 | $4,774-60.9% | $5,472-65.9% | $5,651-66.9% |