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 | $59,336 | $48,076+23.4% | $78,689-24.6% | $62,891-5.7% |
| Participation rate | 92.7% | 65.2%+27.5pp | 73.6%+19.2pp | 69.3%+23.4pp |
| Annual return | 6.60% | 31.35%-24.8pp | 62.18%-55.6pp | 20.14%-13.5pp |
| Employer contribution / active EE | $1,482 | $2,015-26.5% | $2,851-48.0% | $2,281-35.0% |
| Participant deferral / active EE | $2,426 | $2,588-6.3% | $3,517-31.0% | $3,203-24.3% |
| Admin fee / account holder | $601 | $3,207-81.3% | $4,510-86.7% | $4,296-86.0% |