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 | $58,843 | $95,803-38.6% | $113,168-48.0% | $84,808-30.6% |
| Participation rate | 77.4% | 72.9%+4.5pp | 76.6%+0.8pp | 68.3%+9.0pp |
| Annual return | 14.71% | 25.00%-10.3pp | 24.27%-9.6pp | 40.90%-26.2pp |
| Employer contribution / active EE | $1,794 | $2,360-24.0% | $2,975-39.7% | $2,631-31.8% |
| Participant deferral / active EE | $3,663 | $4,242-13.6% | $5,107-28.3% | $4,212-13.0% |
| Admin fee / account holder | $2,558 | $8,989-71.5% | $12,068-78.8% | $7,344-65.2% |