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 | $64,650 | $67,411-4.1% | $91,001-29.0% | $70,131-7.8% |
| Participation rate | 70.4% | 71.4%-1.0pp | 75.6%-5.2pp | 69.5%+0.8pp |
| Annual return | 16.53% | -40.16%+56.7pp | 4.60%+11.9pp | 73.14%-56.6pp |
| Employer contribution / active EE | $1,450 | $1,786-18.8% | $2,456-41.0% | $2,342-38.1% |
| Participant deferral / active EE | $3,851 | $2,823+36.4% | $3,547+8.6% | $3,332+15.6% |
| Admin fee / account holder | $4,173 | $4,236-1.5% | $5,417-23.0% | $4,645-10.2% |