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 | $63,670 | $67,606-5.8% | $82,313-22.6% | $70,131-9.2% |
| Participation rate | 70.8% | 72.8%-1.9pp | 76.9%-6.1pp | 69.5%+1.3pp |
| Annual return | 13.19% | 21.57%-8.4pp | 25.88%-12.7pp | 73.14%-60.0pp |
| Employer contribution / active EE | $582 | $1,755-66.8% | $2,428-76.0% | $2,342-75.1% |
| Participant deferral / active EE | $1,356 | $2,987-54.6% | $3,706-63.4% | $3,332-59.3% |
| Admin fee / account holder | $2,469 | $4,512-45.3% | $5,608-56.0% | $4,645-46.8% |