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 | $66,566 | $86,922-23.4% | $102,438-35.0% | $80,874-17.7% |
| Participation rate | 74.4% | 72.4%+2.0pp | 76.5%-2.1pp | 67.6%+6.8pp |
| Annual return | 20.74% | 18.90%+1.8pp | 29.37%-8.6pp | 35.62%-14.9pp |
| Employer contribution / active EE | $1,222 | $2,369-48.4% | $3,024-59.6% | $2,756-55.7% |
| Participant deferral / active EE | $3,298 | $4,119-19.9% | $5,054-34.7% | $4,297-23.3% |
| Admin fee / account holder | $787 | $8,050-90.2% | $9,448-91.7% | $6,935-88.7% |