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 | $95,803-31.8% | $113,168-42.3% | $84,808-22.9% |
| Participation rate | 84.3% | 72.9%+11.4pp | 76.6%+7.7pp | 68.3%+16.0pp |
| Annual return | 18.39% | 25.00%-6.6pp | 24.27%-5.9pp | 40.90%-22.5pp |
| Employer contribution / active EE | $2,102 | $2,360-10.9% | $2,975-29.3% | $2,631-20.1% |
| Participant deferral / active EE | $3,273 | $4,242-22.9% | $5,107-35.9% | $4,212-22.3% |
| Admin fee / account holder | $4,102 | $8,989-54.4% | $12,068-66.0% | $7,344-44.1% |