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 | $36,719 | $77,503-52.6% | $100,391-63.4% | $80,856-54.6% |
| Participation rate | 98.4% | 76.9%+21.4pp | 81.5%+16.9pp | 67.6%+30.7pp |
| Annual return | 13.50% | 37.20%-23.7pp | 49.20%-35.7pp | 35.59%-22.1pp |
| Employer contribution / active EE | $2,577 | $2,801-8.0% | $3,942-34.6% | $2,755-6.4% |
| Participant deferral / active EE | $3,602 | $6,820-47.2% | $8,082-55.4% | $4,296-16.2% |
| Admin fee / account holder | $4,451 | $5,897-24.5% | $7,899-43.7% | $6,918-35.7% |