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 | $58,700 | $72,492-19.0% | $87,100-32.6% | $72,985-19.6% |
| Participation rate | 77.8% | 72.8%+5.0pp | 76.9%+0.9pp | 69.5%+8.3pp |
| Annual return | 25.79% | 24.46%+1.3pp | 28.19%-2.4pp | 81.00%-55.2pp |
| Employer contribution / active EE | $1,161 | $1,894-38.7% | $2,521-54.0% | $2,440-52.4% |
| Participant deferral / active EE | $2,530 | $3,270-22.6% | $4,049-37.5% | $3,607-29.9% |
| Admin fee / account holder | $2,604 | $5,055-48.5% | $7,497-65.3% | $5,124-49.2% |