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 | $58,637 | $109,881-46.6% | $150,045-60.9% | $84,808-30.9% |
| Participation rate | 72.3% | 76.1%-3.7pp | 82.3%-10.0pp | 68.3%+4.0pp |
| Annual return | 24.60% | 28.25%-3.6pp | 62.55%-37.9pp | 40.90%-16.3pp |
| Employer contribution / active EE | $1,938 | $3,561-45.6% | $4,693-58.7% | $2,631-26.4% |
| Participant deferral / active EE | $4,159 | $6,636-37.3% | $7,997-48.0% | $4,212-1.2% |
| Admin fee / account holder | $605 | $8,568-92.9% | $13,435-95.5% | $7,344-91.8% |