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 | $59,165 | $76,552-22.7% | $123,892-52.2% | $62,891-5.9% |
| Participation rate | 83.8% | 73.0%+10.8pp | 81.4%+2.4pp | 69.3%+14.5pp |
| Annual return | 8.54% | 18.68%-10.1pp | 47.52%-39.0pp | 20.14%-11.6pp |
| Employer contribution / active EE | $677 | $2,883-76.5% | $4,617-85.3% | $2,281-70.3% |
| Participant deferral / active EE | $3,716 | $4,840-23.2% | $5,984-37.9% | $3,203+16.0% |
| Admin fee / account holder | $3,023 | $4,826-37.3% | $8,357-63.8% | $4,296-29.6% |