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 | $61,618 | $72,177-14.6% | $115,037-46.4% | $59,632+3.3% |
| Participation rate | 82.1% | 72.6%+9.6pp | 81.4%+0.8pp | 68.7%+13.5pp |
| Annual return | 2.35% | 12.02%-9.7pp | 26.14%-23.8pp | 2041.28%-2038.9pp |
| Employer contribution / active EE | $1,832 | $2,841-35.5% | $4,608-60.2% | $2,203-16.8% |
| Participant deferral / active EE | $5,038 | $4,783+5.3% | $6,026-16.4% | $3,192+57.9% |
| Admin fee / account holder | $1,025 | $4,927-79.2% | $8,175-87.5% | $4,297-76.2% |