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 | $57,186 | $72,277-20.9% | $101,248-43.5% | $79,858-28.4% |
| Participation rate | 76.6% | 68.5%+8.1pp | 75.8%+0.8pp | 69.6%+7.0pp |
| Annual return | 12.10% | 22.30%-10.2pp | 46.47%-34.4pp | 31.71%-19.6pp |
| Employer contribution / active EE | $1,832 | $2,692-31.9% | $3,660-49.9% | $2,471-25.9% |
| Participant deferral / active EE | $2,444 | $3,282-25.5% | $4,370-44.1% | $3,740-34.6% |
| Admin fee / account holder | $1,851 | $4,400-57.9% | $5,945-68.9% | $5,306-65.1% |