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 | $73,036 | $83,477-12.5% | $125,175-41.7% | $72,985+0.1% |
| Participation rate | 75.7% | 73.3%+2.4pp | 79.8%-4.1pp | 69.5%+6.2pp |
| Annual return | 17.97% | 25.78%-7.8pp | 43.79%-25.8pp | 81.00%-63.0pp |
| Employer contribution / active EE | $1,008 | $2,345-57.0% | $3,865-73.9% | $2,440-58.7% |
| Participant deferral / active EE | $1,879 | $3,585-47.6% | $4,937-61.9% | $3,607-47.9% |
| Admin fee / account holder | $1,645 | $5,517-70.2% | $9,702-83.0% | $5,124-67.9% |