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 | $61,369 | $72,492-15.3% | $87,100-29.5% | $72,985-15.9% |
| Participation rate | 75.0% | 72.8%+2.2pp | 76.9%-1.9pp | 69.5%+5.5pp |
| Annual return | 18.24% | 24.46%-6.2pp | 28.19%-10.0pp | 81.00%-62.8pp |
| Employer contribution / active EE | $1,021 | $1,894-46.1% | $2,521-59.5% | $2,440-58.1% |
| Participant deferral / active EE | $3,183 | $3,270-2.6% | $4,049-21.4% | $3,607-11.8% |
| Admin fee / account holder | $624 | $5,055-87.7% | $7,497-91.7% | $5,124-87.8% |