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 | $64,466 | $81,248-20.7% | $155,509-58.5% | $80,856-20.3% |
| Participation rate | 73.6% | 66.2%+7.4pp | 78.2%-4.6pp | 67.6%+5.9pp |
| Annual return | 14.59% | 33.31%-18.7pp | 64.67%-50.1pp | 35.59%-21.0pp |
| Employer contribution / active EE | $1,288 | $3,100-58.5% | $4,672-72.4% | $2,755-53.2% |
| Participant deferral / active EE | $2,916 | $3,452-15.5% | $5,626-48.2% | $4,296-32.1% |
| Admin fee / account holder | $1,073 | $7,997-86.6% | $15,912-93.3% | $6,918-84.5% |