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 | $68,499 | $95,803-28.5% | $113,168-39.5% | $84,808-19.2% |
| Participation rate | 82.4% | 72.9%+9.5pp | 76.6%+5.8pp | 68.3%+14.0pp |
| Annual return | 17.37% | 25.00%-7.6pp | 24.27%-6.9pp | 40.90%-23.5pp |
| Employer contribution / active EE | $1,038 | $2,360-56.0% | $2,975-65.1% | $2,631-60.5% |
| Participant deferral / active EE | $3,856 | $4,242-9.1% | $5,107-24.5% | $4,212-8.4% |
| Admin fee / account holder | $426 | $8,989-95.3% | $12,068-96.5% | $7,344-94.2% |