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 | $78,123 | $109,413-28.6% | $156,263-50.0% | $84,808-7.9% |
| Participation rate | 71.4% | 72.7%-1.3pp | 78.9%-7.5pp | 68.3%+3.1pp |
| Annual return | 13.33% | 20.18%-6.9pp | 59.47%-46.1pp | 40.90%-27.6pp |
| Employer contribution / active EE | $2,464 | $2,907-15.3% | $4,333-43.1% | $2,631-6.4% |
| Participant deferral / active EE | $4,783 | $4,590+4.2% | $6,158-22.3% | $4,212+13.6% |
| Admin fee / account holder | $2,591 | $9,357-72.3% | $14,255-81.8% | $7,344-64.7% |