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 | $54,655 | $73,933-26.1% | $96,683-43.5% | $75,163-27.3% |
| Participation rate | 94.3% | 66.4%+27.9pp | 74.3%+20.0pp | 67.2%+27.1pp |
| Annual return | 15.81% | 26.70%-10.9pp | 35.69%-19.9pp | 160.62%-144.8pp |
| Employer contribution / active EE | $2,389 | $2,928-18.4% | $3,737-36.1% | $2,670-10.5% |
| Participant deferral / active EE | $3,320 | $3,659-9.3% | $4,878-32.0% | $4,125-19.5% |
| Admin fee / account holder | $1,885 | $5,216-63.9% | $6,730-72.0% | $5,651-66.6% |