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 | $56,770 | $105,630-46.3% | $87,507-35.1% | $273,961-79.3% |
| Participation rate | 87.5% | 78.2%+9.3pp | 73.8%+13.7pp | 83.0%+4.5pp |
| Annual return | 2.58% | 12.25%-9.7pp | 12.21%-9.6pp | 41.45%-38.9pp |
| Employer contribution / active EE | $1,404 | $3,141-55.3% | $2,550-44.9% | $4,869-71.2% |
| Participant deferral / active EE | $1,852 | $3,601-48.6% | $3,149-41.2% | $5,287-65.0% |
| Admin fee / account holder | $2,806 | $4,781-41.3% | $4,221-33.5% | $10,132-72.3% |