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 | $69,948 | $95,803-27.0% | $113,168-38.2% | $84,808-17.5% |
| Participation rate | 84.1% | 72.9%+11.2pp | 76.6%+7.5pp | 68.3%+15.8pp |
| Annual return | 15.93% | 25.00%-9.1pp | 24.27%-8.3pp | 40.90%-25.0pp |
| Employer contribution / active EE | $1,646 | $2,360-30.3% | $2,975-44.7% | $2,631-37.4% |
| Participant deferral / active EE | $2,328 | $4,242-45.1% | $5,107-54.4% | $4,212-44.7% |
| Admin fee / account holder | $6,905 | $8,989-23.2% | $12,068-42.8% | $7,344-6.0% |