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 | $63,531 | $94,031-32.4% | $115,768-45.1% | $82,448-22.9% |
| Participation rate | 70.3% | 70.4%-0.1pp | 74.4%-4.1pp | 68.1%+2.2pp |
| Annual return | 20.09% | 20.61%-0.5pp | 100.46%-80.4pp | 41.64%-21.6pp |
| Employer contribution / active EE | $785 | $2,323-66.2% | $2,940-73.3% | $2,551-69.2% |
| Participant deferral / active EE | $2,475 | $3,972-37.7% | $4,917-49.7% | $4,139-40.2% |
| Admin fee / account holder | $2,527 | $10,249-75.3% | $12,439-79.7% | $7,234-65.1% |