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 | $36,691 | $72,012-49.0% | $185,823-80.3% | $79,858-54.1% |
| Participation rate | 81.5% | 65.8%+15.7pp | 78.0%+3.5pp | 69.6%+11.8pp |
| Annual return | 13.73% | 23.12%-9.4pp | 35.95%-22.2pp | 31.71%-18.0pp |
| Employer contribution / active EE | $1,745 | $1,965-11.2% | $4,087-57.3% | $2,471-29.4% |
| Participant deferral / active EE | $2,835 | $3,779-25.0% | $5,632-49.7% | $3,740-24.2% |
| Admin fee / account holder | $2,800 | $4,513-38.0% | $9,500-70.5% | $5,306-47.2% |