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 | $60,400 | $81,460-25.9% | $103,333-41.5% | $80,856-25.3% |
| Participation rate | 91.3% | 66.8%+24.5pp | 74.5%+16.8pp | 67.6%+23.7pp |
| Annual return | 14.30% | 25.55%-11.2pp | 24.88%-10.6pp | 35.59%-21.3pp |
| Employer contribution / active EE | $2,674 | $3,105-13.9% | $3,868-30.9% | $2,755-2.9% |
| Participant deferral / active EE | $3,939 | $3,869+1.8% | $5,057-22.1% | $4,296-8.3% |
| Admin fee / account holder | $6,675 | $6,566+1.7% | $8,355-20.1% | $6,918-3.5% |