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 | $71,641 | $72,492-1.2% | $87,100-17.7% | $72,985-1.8% |
| Participation rate | 71.4% | 72.8%-1.4pp | 76.9%-5.4pp | 69.5%+1.9pp |
| Annual return | 18.53% | 24.46%-5.9pp | 28.19%-9.7pp | 81.00%-62.5pp |
| Employer contribution / active EE | $1,041 | $1,894-45.0% | $2,521-58.7% | $2,440-57.3% |
| Participant deferral / active EE | $1,837 | $3,270-43.8% | $4,049-54.6% | $3,607-49.1% |
| Admin fee / account holder | $1,249 | $5,055-75.3% | $7,497-83.3% | $5,124-75.6% |