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 | $64,083 | $80,717-20.6% | $154,803-58.6% | $84,808-24.4% |
| Participation rate | 77.8% | 66.8%+11.0pp | 78.1%-0.3pp | 68.3%+9.5pp |
| Annual return | 15.93% | 37.96%-22.0pp | 58.88%-42.9pp | 40.90%-25.0pp |
| Employer contribution / active EE | $1,067 | $2,761-61.4% | $4,305-75.2% | $2,631-59.4% |
| Participant deferral / active EE | $1,406 | $3,303-57.4% | $5,540-74.6% | $4,212-66.6% |
| Admin fee / account holder | $1,611 | $6,746-76.1% | $14,329-88.8% | $7,344-78.1% |