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 | $69,424 | $87,013-20.2% | $106,213-34.6% | $80,856-14.1% |
| Participation rate | 81.5% | 70.4%+11.0pp | 75.3%+6.2pp | 67.6%+13.8pp |
| Annual return | 14.32% | 17.05%-2.7pp | 116.14%-101.8pp | 35.59%-21.3pp |
| Employer contribution / active EE | $731 | $2,395-69.5% | $3,171-76.9% | $2,755-73.5% |
| Participant deferral / active EE | $2,548 | $3,986-36.1% | $5,016-49.2% | $4,296-40.7% |
| Admin fee / account holder | $10,656 | $8,431+26.4% | $11,033-3.4% | $6,918+54.0% |