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 | $74,292 | $95,803-22.5% | $113,168-34.4% | $84,808-12.4% |
| Participation rate | 71.4% | 72.9%-1.4pp | 76.6%-5.1pp | 68.3%+3.1pp |
| Annual return | 12.83% | 25.00%-12.2pp | 24.27%-11.4pp | 40.90%-28.1pp |
| Employer contribution / active EE | $1,933 | $2,360-18.1% | $2,975-35.0% | $2,631-26.5% |
| Participant deferral / active EE | $4,167 | $4,242-1.8% | $5,107-18.4% | $4,212-1.1% |
| Admin fee / account holder | $2,173 | $8,989-75.8% | $12,068-82.0% | $7,344-70.4% |