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 | $72,259 | $76,552-5.6% | $123,892-41.7% | $62,891+14.9% |
| Participation rate | 73.0% | 73.0%0pp | 81.4%-8.4pp | 69.3%+3.7pp |
| Annual return | 7.73% | 18.68%-11.0pp | 47.52%-39.8pp | 20.14%-12.4pp |
| Employer contribution / active EE | $666 | $2,883-76.9% | $4,617-85.6% | $2,281-70.8% |
| Participant deferral / active EE | $3,730 | $4,840-22.9% | $5,984-37.7% | $3,203+16.5% |
| Admin fee / account holder | $350 | $4,826-92.7% | $8,357-95.8% | $4,296-91.8% |