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 | $77,449 | $66,402+16.6% | $109,895-29.5% | $85,850-9.8% |
| Participation rate | 70.4% | 63.9%+6.5pp | 74.2%-3.8pp | 69.3%+1.1pp |
| Annual return | 17.28% | 19.59%-2.3pp | 29.45%-12.2pp | 318.53%-301.3pp |
| Employer contribution / active EE | $1,506 | $1,687-10.7% | $2,842-47.0% | $2,565-41.3% |
| Participant deferral / active EE | $1,479 | $2,842-48.0% | $4,048-63.5% | $3,952-62.6% |
| Admin fee / account holder | $377 | $4,557-91.7% | $6,066-93.8% | $6,260-94.0% |