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 | $39,092 | $109,413-64.3% | $156,263-75.0% | $84,808-53.9% |
| Participation rate | 78.4% | 72.7%+5.7pp | 78.9%-0.5pp | 68.3%+10.1pp |
| Annual return | 14.83% | 20.18%-5.3pp | 59.47%-44.6pp | 40.90%-26.1pp |
| Employer contribution / active EE | $977 | $2,907-66.4% | $4,333-77.5% | $2,631-62.9% |
| Participant deferral / active EE | $4,869 | $4,590+6.1% | $6,158-20.9% | $4,212+15.6% |
| Admin fee / account holder | $3,695 | $9,357-60.5% | $14,255-74.1% | $7,344-49.7% |