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 | $31,120 | $73,933-57.9% | $96,683-67.8% | $75,163-58.6% |
| Participation rate | 93.0% | 66.4%+26.6pp | 74.3%+18.7pp | 67.2%+25.8pp |
| Annual return | 15.90% | 26.70%-10.8pp | 35.69%-19.8pp | 160.62%-144.7pp |
| Employer contribution / active EE | $1,746 | $2,928-40.4% | $3,737-53.3% | $2,670-34.6% |
| Participant deferral / active EE | $3,623 | $3,659-1.0% | $4,878-25.7% | $4,125-12.2% |
| Admin fee / account holder | $3,699 | $5,216-29.1% | $6,730-45.0% | $5,651-34.5% |