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 | $60,748 | $86,286-29.6% | $111,297-45.4% | $85,850-29.2% |
| Participation rate | 70.3% | 73.3%-3.1pp | 77.3%-7.0pp | 69.3%+1.0pp |
| Annual return | 13.86% | 19.99%-6.1pp | 54.65%-40.8pp | 318.53%-304.7pp |
| Employer contribution / active EE | $1,486 | $2,043-27.3% | $2,731-45.6% | $2,565-42.1% |
| Participant deferral / active EE | $2,445 | $3,641-32.9% | $4,487-45.5% | $3,952-38.1% |
| Admin fee / account holder | $3,025 | $8,188-63.1% | $7,964-62.0% | $6,260-51.7% |