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 | $67,209 | $109,413-38.6% | $156,263-57.0% | $84,808-20.8% |
| Participation rate | 74.3% | 72.7%+1.6pp | 78.9%-4.6pp | 68.3%+6.0pp |
| Annual return | 14.19% | 20.18%-6.0pp | 59.47%-45.3pp | 40.90%-26.7pp |
| Employer contribution / active EE | $1,418 | $2,907-51.2% | $4,333-67.3% | $2,631-46.1% |
| Participant deferral / active EE | $4,679 | $4,590+1.9% | $6,158-24.0% | $4,212+11.1% |
| Admin fee / account holder | $1,617 | $9,357-82.7% | $14,255-88.7% | $7,344-78.0% |