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 | $69,337 | $80,717-14.1% | $154,803-55.2% | $84,808-18.2% |
| Participation rate | 71.1% | 66.8%+4.2pp | 78.1%-7.0pp | 68.3%+2.7pp |
| Annual return | 17.27% | 37.96%-20.7pp | 58.88%-41.6pp | 40.90%-23.6pp |
| Employer contribution / active EE | $1,652 | $2,761-40.2% | $4,305-61.6% | $2,631-37.2% |
| Participant deferral / active EE | $2,390 | $3,303-27.6% | $5,540-56.9% | $4,212-43.2% |
| Admin fee / account holder | $2,408 | $6,746-64.3% | $14,329-83.2% | $7,344-67.2% |