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 | $62,949 | $72,012-12.6% | $185,823-66.1% | $79,858-21.2% |
| Participation rate | 86.1% | 65.8%+20.3pp | 78.0%+8.1pp | 69.6%+16.5pp |
| Annual return | 19.05% | 23.12%-4.1pp | 35.95%-16.9pp | 31.71%-12.7pp |
| Employer contribution / active EE | $1,991 | $1,965+1.4% | $4,087-51.3% | $2,471-19.4% |
| Participant deferral / active EE | $4,216 | $3,779+11.6% | $5,632-25.1% | $3,740+12.7% |
| Admin fee / account holder | $1,466 | $4,513-67.5% | $9,500-84.6% | $5,306-72.4% |