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 | $56,953 | $60,022-5.1% | $88,946-36.0% | $84,808-32.8% |
| Participation rate | 70.3% | 57.8%+12.5pp | 68.8%+1.5pp | 68.3%+2.0pp |
| Annual return | 16.66% | 22.43%-5.8pp | 57.82%-41.2pp | 40.90%-24.2pp |
| Employer contribution / active EE | $1,106 | $1,703-35.0% | $2,555-56.7% | $2,631-58.0% |
| Participant deferral / active EE | $2,456 | $3,114-21.1% | $4,581-46.4% | $4,212-41.7% |
| Admin fee / account holder | $1,542 | $4,811-68.0% | $8,261-81.3% | $7,344-79.0% |