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 | $64,873 | $68,719-5.6% | $91,541-29.1% | $84,808-23.5% |
| Participation rate | 85.2% | 64.5%+20.7pp | 69.8%+15.4pp | 68.3%+16.9pp |
| Annual return | 17.11% | 19.12%-2.0pp | 20.50%-3.4pp | 40.90%-23.8pp |
| Employer contribution / active EE | $3,282 | $1,920+71.0% | $2,505+31.0% | $2,631+24.8% |
| Participant deferral / active EE | $3,778 | $3,136+20.5% | $4,008-5.7% | $4,212-10.3% |
| Admin fee / account holder | $2,184 | $5,786-62.3% | $6,956-68.6% | $7,344-70.3% |