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 | $67,354 | $99,341-32.2% | $84,750-20.5% | $273,961-75.4% |
| Participation rate | 72.2% | 80.7%-8.5pp | 76.6%-4.4pp | 83.0%-10.8pp |
| Annual return | 8.07% | 22.93%-14.9pp | 22.78%-14.7pp | 41.45%-33.4pp |
| Employer contribution / active EE | $3,873 | $4,214-8.1% | $3,574+8.4% | $4,869-20.4% |
| Participant deferral / active EE | $4,259 | $4,269-0.2% | $3,712+14.8% | $5,287-19.4% |
| Admin fee / account holder | $883 | $6,644-86.7% | $5,332-83.4% | $10,132-91.3% |