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 | $59,020 | $95,453-38.2% | $112,040-47.3% | $82,448-28.4% |
| Participation rate | 80.6% | 72.8%+7.8pp | 76.5%+4.1pp | 68.1%+12.5pp |
| Annual return | 12.91% | 23.92%-11.0pp | 24.52%-11.6pp | 41.64%-28.7pp |
| Employer contribution / active EE | $743 | $2,318-68.0% | $2,954-74.9% | $2,551-70.9% |
| Participant deferral / active EE | $2,863 | $4,224-32.2% | $5,098-43.8% | $4,139-30.8% |
| Admin fee / account holder | $1,772 | $9,013-80.3% | $12,098-85.4% | $7,234-75.5% |