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 | $87,473 | $109,413-20.1% | $156,263-44.0% | $84,808+3.1% |
| Participation rate | 81.0% | 72.7%+8.3pp | 78.9%+2.0pp | 68.3%+12.6pp |
| Annual return | 16.13% | 20.18%-4.1pp | 59.47%-43.3pp | 40.90%-24.8pp |
| Employer contribution / active EE | $1,512 | $2,907-48.0% | $4,333-65.1% | $2,631-42.5% |
| Participant deferral / active EE | $2,407 | $4,590-47.6% | $6,158-60.9% | $4,212-42.8% |
| Admin fee / account holder | $1,101 | $9,357-88.2% | $14,255-92.3% | $7,344-85.0% |