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 | $56,301 | $94,625-40.5% | $116,228-51.6% | $84,808-33.6% |
| Participation rate | 72.5% | 70.4%+2.1pp | 74.6%-2.1pp | 68.3%+4.2pp |
| Annual return | 14.99% | 20.40%-5.4pp | 90.06%-75.1pp | 40.90%-25.9pp |
| Employer contribution / active EE | $1,086 | $2,347-53.7% | $2,994-63.7% | $2,631-58.7% |
| Participant deferral / active EE | $1,805 | $3,972-54.6% | $4,953-63.6% | $4,212-57.1% |
| Admin fee / account holder | $1,214 | $10,091-88.0% | $11,989-89.9% | $7,344-83.5% |