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 | $64,447 | $72,492-11.1% | $87,100-26.0% | $72,985-11.7% |
| Participation rate | 75.0% | 72.8%+2.2pp | 76.9%-1.9pp | 69.5%+5.5pp |
| Annual return | 27.15% | 24.46%+2.7pp | 28.19%-1.0pp | 81.00%-53.9pp |
| Employer contribution / active EE | $892 | $1,894-52.9% | $2,521-64.6% | $2,440-63.4% |
| Participant deferral / active EE | $2,759 | $3,270-15.6% | $4,049-31.9% | $3,607-23.5% |
| Admin fee / account holder | $3,524 | $5,055-30.3% | $7,497-53.0% | $5,124-31.2% |