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 | $62,624 | $80,717-22.4% | $154,803-59.5% | $84,808-26.2% |
| Participation rate | 79.3% | 66.8%+12.5pp | 78.1%+1.2pp | 68.3%+11.0pp |
| Annual return | 16.36% | 37.96%-21.6pp | 58.88%-42.5pp | 40.90%-24.5pp |
| Employer contribution / active EE | $1,973 | $2,761-28.5% | $4,305-54.2% | $2,631-25.0% |
| Participant deferral / active EE | $3,858 | $3,303+16.8% | $5,540-30.4% | $4,212-8.4% |
| Admin fee / account holder | $2,530 | $6,746-62.5% | $14,329-82.3% | $7,344-65.5% |