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 | $66,227 | $104,251-36.5% | $91,001-27.2% | $147,584-55.1% |
| Participation rate | 76.5% | 78.2%-1.8pp | 75.6%+0.9pp | 82.8%-6.4pp |
| Annual return | 17.83% | 27.06%-9.2pp | 4.60%+13.2pp | 578.55%-560.7pp |
| Employer contribution / active EE | $1,226 | $3,116-60.7% | $2,456-50.1% | $4,876-74.9% |
| Participant deferral / active EE | $3,501 | $4,195-16.6% | $3,547-1.3% | $5,439-35.6% |
| Admin fee / account holder | $3,059 | $8,948-65.8% | $5,417-43.5% | $10,885-71.9% |