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 | $72,559 | $99,341-27.0% | $84,750-14.4% | $273,961-73.5% |
| Participation rate | 76.2% | 80.7%-4.5pp | 76.6%-0.4pp | 83.0%-6.8pp |
| Annual return | 6.71% | 22.93%-16.2pp | 22.78%-16.1pp | 41.45%-34.7pp |
| Employer contribution / active EE | $1,733 | $4,214-58.9% | $3,574-51.5% | $4,869-64.4% |
| Participant deferral / active EE | $3,813 | $4,269-10.7% | $3,712+2.7% | $5,287-27.9% |
| Admin fee / account holder | $12,897 | $6,644+94.1% | $5,332+141.9% | $10,132+27.3% |