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 | $67,172 | $138,347-51.4% | $184,203-63.5% | $80,856-16.9% |
| Participation rate | 76.2% | 83.9%-7.7pp | 86.8%-10.6pp | 67.6%+8.6pp |
| Annual return | 14.04% | 20.02%-6.0pp | 28.81%-14.8pp | 35.59%-21.6pp |
| Employer contribution / active EE | $2,328 | $4,850-52.0% | $6,427-63.8% | $2,755-15.5% |
| Participant deferral / active EE | $3,970 | $7,071-43.9% | $9,131-56.5% | $4,296-7.6% |
| Admin fee / account holder | $1,688 | $10,483-83.9% | $13,901-87.9% | $6,918-75.6% |