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 | $65,317 | $124,425-47.5% | $112,040-41.7% | $137,256-52.4% |
| Participation rate | 87.0% | 79.3%+7.6pp | 76.5%+10.5pp | 80.0%+7.0pp |
| Annual return | 16.78% | 24.72%-7.9pp | 24.52%-7.7pp | 220.34%-203.6pp |
| Employer contribution / active EE | $1,597 | $3,411-53.2% | $2,954-45.9% | $4,156-61.6% |
| Participant deferral / active EE | $2,627 | $5,718-54.1% | $5,098-48.5% | $6,407-59.0% |
| Admin fee / account holder | $2,125 | $15,207-86.0% | $12,098-82.4% | $12,270-82.7% |