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 | $61,540 | $74,927-17.9% | $101,794-39.5% | $84,808-27.4% |
| Participation rate | 81.5% | 61.4%+20.1pp | 69.2%+12.3pp | 68.3%+13.2pp |
| Annual return | 15.18% | 18.70%-3.5pp | 30.53%-15.3pp | 40.90%-25.7pp |
| Employer contribution / active EE | $926 | $1,522-39.2% | $2,289-59.5% | $2,631-64.8% |
| Participant deferral / active EE | $2,778 | $3,099-10.3% | $4,084-32.0% | $4,212-34.0% |
| Admin fee / account holder | $2,970 | $6,514-54.4% | $8,777-66.2% | $7,344-59.6% |