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 | $61,266 | $81,460-24.8% | $103,333-40.7% | $80,856-24.2% |
| Participation rate | 72.0% | 66.8%+5.1pp | 74.5%-2.6pp | 67.6%+4.3pp |
| Annual return | 11.20% | 25.55%-14.3pp | 24.88%-13.7pp | 35.59%-24.4pp |
| Employer contribution / active EE | $1,577 | $3,105-49.2% | $3,868-59.2% | $2,755-42.8% |
| Participant deferral / active EE | $3,300 | $3,869-14.7% | $5,057-34.8% | $4,296-23.2% |
| Admin fee / account holder | $3,996 | $6,566-39.1% | $8,355-52.2% | $6,918-42.2% |