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 | $59,928 | $79,944-25.0% | $98,439-39.1% | $75,163-20.3% |
| Participation rate | 81.3% | 70.4%+10.9pp | 75.2%+6.1pp | 67.2%+14.1pp |
| Annual return | 15.78% | 19.75%-4.0pp | 21.16%-5.4pp | 160.62%-144.8pp |
| Employer contribution / active EE | $833 | $2,264-63.2% | $3,048-72.7% | $2,670-68.8% |
| Participant deferral / active EE | $1,669 | $3,752-55.5% | $4,738-64.8% | $4,125-59.5% |
| Admin fee / account holder | $3,239 | $6,840-52.6% | $8,948-63.8% | $5,651-42.7% |