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 | $71,167 | $72,012-1.2% | $185,823-61.7% | $79,858-10.9% |
| Participation rate | 97.8% | 65.8%+32.0pp | 78.0%+19.7pp | 69.6%+28.1pp |
| Annual return | 15.47% | 23.12%-7.6pp | 35.95%-20.5pp | 31.71%-16.2pp |
| Employer contribution / active EE | $1,771 | $1,965-9.8% | $4,087-56.7% | $2,471-28.3% |
| Participant deferral / active EE | $3,009 | $3,779-20.4% | $5,632-46.6% | $3,740-19.6% |
| Admin fee / account holder | $2,711 | $4,513-39.9% | $9,500-71.5% | $5,306-48.9% |