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 | $30,535 | $81,446-62.5% | $103,374-70.5% | $80,874-62.2% |
| Participation rate | 71.9% | 66.9%+5.0pp | 74.5%-2.6pp | 67.6%+4.2pp |
| Annual return | 11.66% | 25.57%-13.9pp | 24.89%-13.2pp | 35.62%-24.0pp |
| Employer contribution / active EE | $1,617 | $3,107-47.9% | $3,869-58.2% | $2,756-41.3% |
| Participant deferral / active EE | $2,796 | $3,870-27.7% | $5,058-44.7% | $4,297-34.9% |
| Admin fee / account holder | $3,726 | $6,715-44.5% | $8,394-55.6% | $6,935-46.3% |