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 | $108,825-32.7% | $156,181-53.1% | $82,448-11.2% |
| Participation rate | 87.5% | 72.4%+15.1pp | 78.8%+8.7pp | 68.1%+19.4pp |
| Annual return | 15.42% | 20.59%-5.2pp | 64.87%-49.4pp | 41.64%-26.2pp |
| Employer contribution / active EE | $2,079 | $2,870-27.5% | $4,294-51.6% | $2,551-18.5% |
| Participant deferral / active EE | $4,346 | $4,577-5.0% | $6,132-29.1% | $4,139+5.0% |
| Admin fee / account holder | $3,645 | $9,341-61.0% | $14,586-75.0% | $7,234-49.6% |