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 | $67,522 | $93,571-27.8% | $135,903-50.3% | $75,163-10.2% |
| Participation rate | 70.7% | 75.2%-4.5pp | 81.9%-11.3pp | 67.2%+3.5pp |
| Annual return | 23.27% | 30.90%-7.6pp | 68.23%-45.0pp | 160.62%-137.3pp |
| Employer contribution / active EE | $2,956 | $3,537-16.4% | $4,856-39.1% | $2,670+10.7% |
| Participant deferral / active EE | $6,158 | $6,404-3.8% | $7,758-20.6% | $4,125+49.3% |
| Admin fee / account holder | $3,115 | $6,975-55.3% | $10,762-71.1% | $5,651-44.9% |