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 | $61,094 | $109,413-44.2% | $156,263-60.9% | $84,808-28.0% |
| Participation rate | 71.2% | 72.7%-1.5pp | 78.9%-7.8pp | 68.3%+2.8pp |
| Annual return | 13.81% | 20.18%-6.4pp | 59.47%-45.7pp | 40.90%-27.1pp |
| Employer contribution / active EE | $2,548 | $2,907-12.4% | $4,333-41.2% | $2,631-3.2% |
| Participant deferral / active EE | $4,447 | $4,590-3.1% | $6,158-27.8% | $4,212+5.6% |
| Admin fee / account holder | $4,499 | $9,357-51.9% | $14,255-68.4% | $7,344-38.7% |