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 | $85,465 | $117,983-27.6% | $101,794-16.0% | $142,382-40.0% |
| Participation rate | 78.3% | 74.2%+4.0pp | 69.2%+9.1pp | 80.1%-1.9pp |
| Annual return | 17.13% | 36.92%-19.8pp | 30.53%-13.4pp | 217.08%-199.9pp |
| Employer contribution / active EE | $1,428 | $2,773-48.5% | $2,289-37.6% | $4,299-66.8% |
| Participant deferral / active EE | $3,424 | $4,714-27.3% | $4,084-16.1% | $6,507-47.4% |
| Admin fee / account holder | $7,499 | $10,433-28.1% | $8,777-14.6% | $12,624-40.6% |