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 | $65,351 | $86,929-24.8% | $102,423-36.2% | $80,856-19.2% |
| Participation rate | 86.0% | 72.4%+13.6pp | 76.5%+9.5pp | 67.6%+18.4pp |
| Annual return | 11.23% | 18.88%-7.7pp | 29.32%-18.1pp | 35.59%-24.4pp |
| Employer contribution / active EE | $880 | $2,369-62.9% | $3,023-70.9% | $2,755-68.1% |
| Participant deferral / active EE | $3,171 | $4,118-23.0% | $5,053-37.2% | $4,296-26.2% |
| Admin fee / account holder | $891 | $8,049-88.9% | $9,451-90.6% | $6,918-87.1% |