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 | $68,936 | $95,803-28.0% | $113,168-39.1% | $84,808-18.7% |
| Participation rate | 72.7% | 72.9%-0.1pp | 76.6%-3.8pp | 68.3%+4.4pp |
| Annual return | 15.15% | 25.00%-9.8pp | 24.27%-9.1pp | 40.90%-25.7pp |
| Employer contribution / active EE | $1,661 | $2,360-29.6% | $2,975-44.2% | $2,631-36.9% |
| Participant deferral / active EE | $4,097 | $4,242-3.4% | $5,107-19.8% | $4,212-2.7% |
| Admin fee / account holder | $1,179 | $8,989-86.9% | $12,068-90.2% | $7,344-83.9% |