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 | $61,642 | $89,698-31.3% | $103,464-40.4% | $80,874-23.8% |
| Participation rate | 71.4% | 76.0%-4.5pp | 80.5%-9.1pp | 67.6%+3.8pp |
| Annual return | 15.48% | 22.78%-7.3pp | 23.91%-8.4pp | 35.62%-20.1pp |
| Employer contribution / active EE | $2,110 | $4,018-47.5% | $4,677-54.9% | $2,756-23.4% |
| Participant deferral / active EE | $3,860 | $5,456-29.3% | $6,624-41.7% | $4,297-10.2% |
| Admin fee / account holder | $1,504 | $6,768-77.8% | $9,410-84.0% | $6,935-78.3% |