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 | $67,163 | $57,541+16.7% | $95,745-29.9% | $75,163-10.6% |
| Participation rate | 71.9% | 62.5%+9.4pp | 72.3%-0.4pp | 67.2%+4.7pp |
| Annual return | 17.96% | 34.93%-17.0pp | 28.35%-10.4pp | 160.62%-142.7pp |
| Employer contribution / active EE | $1,252 | $1,808-30.7% | $2,835-55.8% | $2,670-53.1% |
| Participant deferral / active EE | $3,229 | $3,074+5.0% | $4,245-23.9% | $4,125-21.7% |
| Admin fee / account holder | $596 | $4,099-85.5% | $5,678-89.5% | $5,651-89.5% |