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 | $63,985 | $80,717-20.7% | $154,803-58.7% | $84,808-24.6% |
| Participation rate | 74.3% | 66.8%+7.5pp | 78.1%-3.8pp | 68.3%+6.0pp |
| Annual return | 16.01% | 37.96%-21.9pp | 58.88%-42.9pp | 40.90%-24.9pp |
| Employer contribution / active EE | $1,943 | $2,761-29.6% | $4,305-54.9% | $2,631-26.1% |
| Participant deferral / active EE | $3,540 | $3,303+7.2% | $5,540-36.1% | $4,212-15.9% |
| Admin fee / account holder | $1,486 | $6,746-78.0% | $14,329-89.6% | $7,344-79.8% |