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 | $67,872 | $48,046+41.3% | $84,611-19.8% | $72,985-7.0% |
| Participation rate | 74.6% | 57.6%+17.0pp | 68.2%+6.4pp | 69.5%+5.1pp |
| Annual return | 23.77% | 37.38%-13.6pp | 258.74%-235.0pp | 81.00%-57.2pp |
| Employer contribution / active EE | $1,064 | $1,602-33.6% | $2,652-59.9% | $2,440-56.4% |
| Participant deferral / active EE | $2,907 | $2,680+8.5% | $3,899-25.4% | $3,607-19.4% |
| Admin fee / account holder | $3,759 | $3,395+10.7% | $4,912-23.5% | $5,124-26.6% |