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 | $66,017 | $94,625-30.2% | $116,228-43.2% | $84,808-22.2% |
| Participation rate | 76.9% | 70.4%+6.5pp | 74.6%+2.4pp | 68.3%+8.6pp |
| Annual return | 12.45% | 20.40%-7.9pp | 90.06%-77.6pp | 40.90%-28.4pp |
| Employer contribution / active EE | $2,021 | $2,347-13.9% | $2,994-32.5% | $2,631-23.2% |
| Participant deferral / active EE | $4,327 | $3,972+8.9% | $4,953-12.6% | $4,212+2.7% |
| Admin fee / account holder | $3,867 | $10,091-61.7% | $11,989-67.7% | $7,344-47.3% |