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 | $62,666 | $76,367-17.9% | $93,606-33.1% | $72,985-14.1% |
| Participation rate | 81.6% | 71.7%+9.8pp | 75.8%+5.8pp | 69.5%+12.1pp |
| Annual return | 23.08% | 25.82%-2.7pp | 32.76%-9.7pp | 81.00%-57.9pp |
| Employer contribution / active EE | $1,770 | $2,275-22.2% | $2,718-34.9% | $2,440-27.5% |
| Participant deferral / active EE | $6,354 | $3,538+79.6% | $4,069+56.2% | $3,607+76.1% |
| Admin fee / account holder | $3,168 | $6,838-53.7% | $7,888-59.8% | $5,124-38.2% |