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 | $65,741 | $79,944-17.8% | $98,439-33.2% | $75,163-12.5% |
| Participation rate | 88.4% | 70.4%+18.0pp | 75.2%+13.2pp | 67.2%+21.2pp |
| Annual return | 17.23% | 19.75%-2.5pp | 21.16%-3.9pp | 160.62%-143.4pp |
| Employer contribution / active EE | $1,447 | $2,264-36.1% | $3,048-52.5% | $2,670-45.8% |
| Participant deferral / active EE | $2,759 | $3,752-26.5% | $4,738-41.8% | $4,125-33.1% |
| Admin fee / account holder | $1,296 | $6,840-81.1% | $8,948-85.5% | $5,651-77.1% |