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 | $54,675 | $148,978-63.3% | $200,582-72.7% | $84,808-35.5% |
| Participation rate | 96.7% | 84.2%+12.4pp | 86.9%+9.8pp | 68.3%+28.4pp |
| Annual return | 20.63% | 28.16%-7.5pp | 42.33%-21.7pp | 40.90%-20.3pp |
| Employer contribution / active EE | $4,049 | $4,815-15.9% | $6,419-36.9% | $2,631+53.9% |
| Participant deferral / active EE | $6,999 | $7,142-2.0% | $9,331-25.0% | $4,212+66.2% |
| Admin fee / account holder | $3,391 | $13,977-75.7% | $16,305-79.2% | $7,344-53.8% |