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 | $67,771 | $83,477-18.8% | $125,175-45.9% | $72,985-7.1% |
| Participation rate | 84.1% | 73.3%+10.8pp | 79.8%+4.3pp | 69.5%+14.6pp |
| Annual return | 21.72% | 25.78%-4.1pp | 43.79%-22.1pp | 81.00%-59.3pp |
| Employer contribution / active EE | $978 | $2,345-58.3% | $3,865-74.7% | $2,440-59.9% |
| Participant deferral / active EE | $2,808 | $3,585-21.7% | $4,937-43.1% | $3,607-22.2% |
| Admin fee / account holder | $3,133 | $5,517-43.2% | $9,702-67.7% | $5,124-38.9% |