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 | $62,446 | $74,927-16.7% | $101,794-38.7% | $84,808-26.4% |
| Participation rate | 92.4% | 61.4%+31.0pp | 69.2%+23.2pp | 68.3%+24.1pp |
| Annual return | 15.60% | 18.70%-3.1pp | 30.53%-14.9pp | 40.90%-25.3pp |
| Employer contribution / active EE | $1,394 | $1,522-8.4% | $2,289-39.1% | $2,631-47.0% |
| Participant deferral / active EE | $5,485 | $3,099+77.0% | $4,084+34.3% | $4,212+30.2% |
| Admin fee / account holder | $4,309 | $6,514-33.8% | $8,777-50.9% | $7,344-41.3% |