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 | $55,745 | $109,881-49.3% | $150,045-62.8% | $84,808-34.3% |
| Participation rate | 72.8% | 76.1%-3.3pp | 82.3%-9.5pp | 68.3%+4.5pp |
| Annual return | 16.15% | 28.25%-12.1pp | 62.55%-46.4pp | 40.90%-24.7pp |
| Employer contribution / active EE | $1,146 | $3,561-67.8% | $4,693-75.6% | $2,631-56.4% |
| Participant deferral / active EE | $2,899 | $6,636-56.3% | $7,997-63.8% | $4,212-31.2% |
| Admin fee / account holder | $1,218 | $8,568-85.8% | $13,435-90.9% | $7,344-83.4% |