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 | $63,400 | $104,251-39.2% | $91,001-30.3% | $147,584-57.0% |
| Participation rate | 81.8% | 78.2%+3.6pp | 75.6%+6.2pp | 82.8%-1.0pp |
| Annual return | 11.37% | 27.06%-15.7pp | 4.60%+6.8pp | 578.55%-567.2pp |
| Employer contribution / active EE | $1,390 | $3,116-55.4% | $2,456-43.4% | $4,876-71.5% |
| Participant deferral / active EE | $1,898 | $4,195-54.8% | $3,547-46.5% | $5,439-65.1% |
| Admin fee / account holder | $585 | $8,948-93.5% | $5,417-89.2% | $10,885-94.6% |