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 | $65,865 | $77,503-15.0% | $100,391-34.4% | $80,856-18.5% |
| Participation rate | 74.2% | 76.9%-2.8pp | 81.5%-7.3pp | 67.6%+6.5pp |
| Annual return | 12.92% | 37.20%-24.3pp | 49.20%-36.3pp | 35.59%-22.7pp |
| Employer contribution / active EE | $1,088 | $2,801-61.2% | $3,942-72.4% | $2,755-60.5% |
| Participant deferral / active EE | $2,930 | $6,820-57.0% | $8,082-63.7% | $4,296-31.8% |
| Admin fee / account holder | $6,755 | $5,897+14.5% | $7,899-14.5% | $6,918-2.4% |