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 | $74,298 | $96,557-23.1% | $80,975-8.2% | $273,961-72.9% |
| Participation rate | 87.5% | 79.1%+8.4pp | 75.8%+11.7pp | 83.0%+4.5pp |
| Annual return | 9.60% | 15.14%-5.5pp | 17.10%-7.5pp | 41.45%-31.9pp |
| Employer contribution / active EE | $866 | $4,868-82.2% | $3,714-76.7% | $4,869-82.2% |
| Participant deferral / active EE | $1,811 | $6,598-72.6% | $5,696-68.2% | $5,287-65.7% |
| Admin fee / account holder | $3,464 | $7,492-53.8% | $5,516-37.2% | $10,132-65.8% |