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 | $67,399 | $138,347-51.3% | $184,203-63.4% | $80,856-16.6% |
| Participation rate | 82.6% | 83.9%-1.3pp | 86.8%-4.2pp | 67.6%+15.0pp |
| Annual return | 12.02% | 20.02%-8.0pp | 28.81%-16.8pp | 35.59%-23.6pp |
| Employer contribution / active EE | $2,190 | $4,850-54.8% | $6,427-65.9% | $2,755-20.5% |
| Participant deferral / active EE | $3,409 | $7,071-51.8% | $9,131-62.7% | $4,296-20.7% |
| Admin fee / account holder | $6,804 | $10,483-35.1% | $13,901-51.1% | $6,918-1.6% |