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 | $61,760 | $123,793-50.1% | $177,821-65.3% | $79,858-22.7% |
| Participation rate | 71.0% | 84.7%-13.6pp | 87.7%-16.7pp | 69.6%+1.4pp |
| Annual return | 15.59% | 22.82%-7.2pp | 48.32%-32.7pp | 31.71%-16.1pp |
| Employer contribution / active EE | $2,201 | $4,095-46.3% | $5,918-62.8% | $2,471-10.9% |
| Participant deferral / active EE | $2,823 | $5,956-52.6% | $7,714-63.4% | $3,740-24.5% |
| Admin fee / account holder | $3,349 | $7,243-53.8% | $12,427-73.0% | $5,306-36.9% |