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 | $61,692 | $89,753-31.3% | $107,525-42.6% | $84,808-27.3% |
| Participation rate | 70.2% | 68.1%+2.1pp | 75.1%-4.9pp | 68.3%+1.9pp |
| Annual return | 16.48% | 29.48%-13.0pp | 181.32%-164.8pp | 40.90%-24.4pp |
| Employer contribution / active EE | $2,548 | $3,113-18.2% | $3,754-32.1% | $2,631-3.2% |
| Participant deferral / active EE | $3,932 | $4,056-3.1% | $5,116-23.1% | $4,212-6.6% |
| Admin fee / account holder | $6,006 | $7,222-16.8% | $8,919-32.7% | $7,344-18.2% |