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 | $78,902 | $109,413-27.9% | $156,263-49.5% | $84,808-7.0% |
| Participation rate | 80.6% | 72.7%+8.0pp | 78.9%+1.7pp | 68.3%+12.3pp |
| Annual return | 13.69% | 20.18%-6.5pp | 59.47%-45.8pp | 40.90%-27.2pp |
| Employer contribution / active EE | $1,853 | $2,907-36.2% | $4,333-57.2% | $2,631-29.6% |
| Participant deferral / active EE | $3,697 | $4,590-19.5% | $6,158-40.0% | $4,212-12.2% |
| Admin fee / account holder | $2,303 | $9,357-75.4% | $14,255-83.8% | $7,344-68.6% |