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 | $55,257 | $74,927-26.3% | $101,794-45.7% | $84,808-34.8% |
| Participation rate | 70.3% | 61.4%+8.9pp | 69.2%+1.1pp | 68.3%+2.0pp |
| Annual return | 18.80% | 18.70%+0.1pp | 30.53%-11.7pp | 40.90%-22.1pp |
| Employer contribution / active EE | $1,685 | $1,522+10.8% | $2,289-26.4% | $2,631-35.9% |
| Participant deferral / active EE | $2,879 | $3,099-7.1% | $4,084-29.5% | $4,212-31.6% |
| Admin fee / account holder | $372 | $6,514-94.3% | $8,777-95.8% | $7,344-94.9% |