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 | $63,098 | $87,870-28.2% | $113,168-44.2% | $74,304-15.1% |
| Participation rate | 83.7% | 70.7%+13.0pp | 76.6%+7.1pp | 60.3%+23.4pp |
| Annual return | 17.04% | 26.44%-9.4pp | 24.27%-7.2pp | 29.43%-12.4pp |
| Employer contribution / active EE | $1,848 | $2,277-18.8% | $2,975-37.9% | $2,241-17.5% |
| Participant deferral / active EE | $4,554 | $4,241+7.4% | $5,107-10.8% | $3,767+20.9% |
| Admin fee / account holder | $898 | $3,368-73.3% | $12,068-92.6% | $2,969-69.7% |