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 9-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 | $65,476 | $74,927-12.6% | $101,794-35.7% | $84,808-22.8% |
| Participation rate | 70.5% | 61.4%+9.1pp | 69.2%+1.3pp | 68.3%+2.1pp |
| Annual return | 16.18% | 18.70%-2.5pp | 30.53%-14.3pp | 40.90%-24.7pp |
| Employer contribution / active EE | $1,834 | $1,522+20.5% | $2,289-19.9% | $2,631-30.3% |
| Participant deferral / active EE | $3,516 | $3,099+13.4% | $4,084-13.9% | $4,212-16.5% |
| Admin fee / account holder | $1,919 | $6,514-70.5% | $8,777-78.1% | $7,344-73.9% |