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 | $73,214 | $109,413-33.1% | $156,263-53.1% | $84,808-13.7% |
| Participation rate | 87.5% | 72.7%+14.8pp | 78.9%+8.6pp | 68.3%+19.2pp |
| Annual return | 15.42% | 20.18%-4.8pp | 59.47%-44.0pp | 40.90%-25.5pp |
| Employer contribution / active EE | $2,079 | $2,907-28.5% | $4,333-52.0% | $2,631-21.0% |
| Participant deferral / active EE | $4,346 | $4,590-5.3% | $6,158-29.4% | $4,212+3.2% |
| Admin fee / account holder | $3,645 | $9,357-61.0% | $14,255-74.4% | $7,344-50.4% |