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 | $65,588 | $76,367-14.1% | $93,606-29.9% | $72,985-10.1% |
| Participation rate | 88.2% | 71.7%+16.5pp | 75.8%+12.4pp | 69.5%+18.7pp |
| Annual return | 20.70% | 25.82%-5.1pp | 32.76%-12.1pp | 81.00%-60.3pp |
| Employer contribution / active EE | $1,478 | $2,275-35.1% | $2,718-45.6% | $2,440-39.4% |
| Participant deferral / active EE | $2,143 | $3,538-39.4% | $4,069-47.3% | $3,607-40.6% |
| Admin fee / account holder | $1,598 | $6,838-76.6% | $7,888-79.7% | $5,124-68.8% |