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 | $56,255 | $77,634-27.5% | $156,549-64.1% | $62,891-10.6% |
| Participation rate | 75.4% | 71.2%+4.2pp | 84.0%-8.6pp | 69.3%+6.1pp |
| Annual return | 6.78% | 50.32%-43.5pp | 32.23%-25.4pp | 20.14%-13.4pp |
| Employer contribution / active EE | $1,328 | $3,444-61.4% | $5,501-75.9% | $2,281-41.8% |
| Participant deferral / active EE | $2,346 | $3,045-23.0% | $4,871-51.8% | $3,203-26.8% |
| Admin fee / account holder | $2,132 | $5,561-61.7% | $13,027-83.6% | $4,296-50.4% |