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 | $59,098 | $79,944-26.1% | $98,439-40.0% | $75,163-21.4% |
| Participation rate | 76.7% | 70.4%+6.3pp | 75.2%+1.5pp | 67.2%+9.5pp |
| Annual return | 14.69% | 19.75%-5.1pp | 21.16%-6.5pp | 160.62%-145.9pp |
| Employer contribution / active EE | $1,316 | $2,264-41.9% | $3,048-56.8% | $2,670-50.7% |
| Participant deferral / active EE | $2,449 | $3,752-34.7% | $4,738-48.3% | $4,125-40.6% |
| Admin fee / account holder | $1,651 | $6,840-75.9% | $8,948-81.5% | $5,651-70.8% |