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 | $62,243 | $127,065-51.0% | $113,168-45.0% | $142,382-56.3% |
| Participation rate | 73.7% | 79.2%-5.5pp | 76.6%-2.9pp | 80.1%-6.4pp |
| Annual return | 12.48% | 24.03%-11.6pp | 24.27%-11.8pp | 217.08%-204.6pp |
| Employer contribution / active EE | $2,098 | $3,442-39.0% | $2,975-29.5% | $4,299-51.2% |
| Participant deferral / active EE | $3,385 | $5,716-40.8% | $5,107-33.7% | $6,507-48.0% |
| Admin fee / account holder | $8,620 | $15,736-45.2% | $12,068-28.6% | $12,624-31.7% |