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 | $65,281 | $74,927-12.9% | $101,794-35.9% | $84,808-23.0% |
| Participation rate | 77.2% | 61.4%+15.8pp | 69.2%+8.0pp | 68.3%+8.9pp |
| Annual return | 17.99% | 18.70%-0.7pp | 30.53%-12.5pp | 40.90%-22.9pp |
| Employer contribution / active EE | $589 | $1,522-61.3% | $2,289-74.3% | $2,631-77.6% |
| Participant deferral / active EE | $3,461 | $3,099+11.7% | $4,084-15.3% | $4,212-17.8% |
| Admin fee / account holder | $3,893 | $6,514-40.2% | $8,777-55.6% | $7,344-47.0% |