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 | $94,031-29.8% | $115,768-43.0% | $82,448-19.9% |
| Participation rate | 76.9% | 70.4%+6.5pp | 74.4%+2.5pp | 68.1%+8.9pp |
| Annual return | 12.45% | 20.61%-8.2pp | 100.46%-88.0pp | 41.64%-29.2pp |
| Employer contribution / active EE | $2,021 | $2,323-13.0% | $2,940-31.3% | $2,551-20.8% |
| Participant deferral / active EE | $4,327 | $3,972+8.9% | $4,917-12.0% | $4,139+4.5% |
| Admin fee / account holder | $3,867 | $10,249-62.3% | $12,439-68.9% | $7,234-46.5% |