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 | $79,239 | $81,233-2.5% | $155,567-49.1% | $80,874-2.0% |
| Participation rate | 79.1% | 66.2%+12.8pp | 78.2%+0.9pp | 67.6%+11.4pp |
| Annual return | 14.83% | 33.33%-18.5pp | 64.74%-49.9pp | 35.62%-20.8pp |
| Employer contribution / active EE | $1,229 | $3,101-60.4% | $4,674-73.7% | $2,756-55.4% |
| Participant deferral / active EE | $1,903 | $3,452-44.9% | $5,628-66.2% | $4,297-55.7% |
| Admin fee / account holder | $3,108 | $7,998-61.1% | $15,916-80.5% | $6,935-55.2% |