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 | $65,736 | $67,411-2.5% | $91,001-27.8% | $70,131-6.3% |
| Participation rate | 80.6% | 71.4%+9.3pp | 75.6%+5.0pp | 69.5%+11.1pp |
| Annual return | 16.50% | -40.16%+56.7pp | 4.60%+11.9pp | 73.14%-56.6pp |
| Employer contribution / active EE | $1,011 | $1,786-43.4% | $2,456-58.8% | $2,342-56.8% |
| Participant deferral / active EE | $2,096 | $2,823-25.7% | $3,547-40.9% | $3,332-37.1% |
| Admin fee / account holder | $1,337 | $4,236-68.4% | $5,417-75.3% | $4,645-71.2% |