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 | $73,018 | $109,413-33.3% | $156,263-53.3% | $84,808-13.9% |
| Participation rate | 83.9% | 72.7%+11.2pp | 78.9%+5.0pp | 68.3%+15.6pp |
| Annual return | 14.41% | 20.18%-5.8pp | 59.47%-45.1pp | 40.90%-26.5pp |
| Employer contribution / active EE | $1,535 | $2,907-47.2% | $4,333-64.6% | $2,631-41.7% |
| Participant deferral / active EE | $4,214 | $4,590-8.2% | $6,158-31.6% | $4,212+0.1% |
| Admin fee / account holder | $8,397 | $9,357-10.3% | $14,255-41.1% | $7,344+14.3% |