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 | $68,176 | $99,341-31.4% | $84,750-19.6% | $273,961-75.1% |
| Participation rate | 85.7% | 80.7%+5.0pp | 76.6%+9.1pp | 83.0%+2.7pp |
| Annual return | 4.66% | 22.93%-18.3pp | 22.78%-18.1pp | 41.45%-36.8pp |
| Employer contribution / active EE | $1,165 | $4,214-72.4% | $3,574-67.4% | $4,869-76.1% |
| Participant deferral / active EE | $3,624 | $4,269-15.1% | $3,712-2.4% | $5,287-31.5% |
| Admin fee / account holder | $1,246 | $6,644-81.2% | $5,332-76.6% | $10,132-87.7% |