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 | $58,151 | $87,013-33.2% | $106,213-45.3% | $80,856-28.1% |
| Participation rate | 71.2% | 70.4%+0.8pp | 75.3%-4.0pp | 67.6%+3.6pp |
| Annual return | 11.77% | 17.05%-5.3pp | 116.14%-104.4pp | 35.59%-23.8pp |
| Employer contribution / active EE | $866 | $2,395-63.8% | $3,171-72.7% | $2,755-68.6% |
| Participant deferral / active EE | $5,036 | $3,986+26.4% | $5,016+0.4% | $4,296+17.2% |
| Admin fee / account holder | $9,958 | $8,431+18.1% | $11,033-9.7% | $6,918+43.9% |