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 | $64,136 | $112,729-43.1% | $98,716-35.0% | $137,256-53.3% |
| Participation rate | 71.4% | 74.2%-2.8pp | 69.3%+2.1pp | 80.0%-8.5pp |
| Annual return | 12.92% | 38.48%-25.6pp | 31.81%-18.9pp | 220.34%-207.4pp |
| Employer contribution / active EE | $1,762 | $2,725-35.3% | $2,279-22.7% | $4,156-57.6% |
| Participant deferral / active EE | $2,929 | $4,640-36.9% | $4,048-27.6% | $6,407-54.3% |
| Admin fee / account holder | $2,470 | $10,129-75.6% | $8,703-71.6% | $12,270-79.9% |