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 | $65,344 | $95,453-31.5% | $112,040-41.7% | $82,448-20.7% |
| Participation rate | 84.3% | 72.8%+11.6pp | 76.5%+7.8pp | 68.1%+16.2pp |
| Annual return | 18.39% | 23.92%-5.5pp | 24.52%-6.1pp | 41.64%-23.2pp |
| Employer contribution / active EE | $2,102 | $2,318-9.3% | $2,954-28.8% | $2,551-17.6% |
| Participant deferral / active EE | $3,273 | $4,224-22.5% | $5,098-35.8% | $4,139-20.9% |
| Admin fee / account holder | $4,102 | $9,013-54.5% | $12,098-66.1% | $7,234-43.3% |