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 | $88,239 | $117,983-25.2% | $101,794-13.3% | $142,382-38.0% |
| Participation rate | 79.2% | 74.2%+4.9pp | 69.2%+10.0pp | 80.1%-1.0pp |
| Annual return | 15.14% | 36.92%-21.8pp | 30.53%-15.4pp | 217.08%-201.9pp |
| Employer contribution / active EE | $776 | $2,773-72.0% | $2,289-66.1% | $4,299-81.9% |
| Participant deferral / active EE | $4,219 | $4,714-10.5% | $4,084+3.3% | $6,507-35.2% |
| Admin fee / account holder | $617 | $10,433-94.1% | $8,777-93.0% | $12,624-95.1% |