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 | $71,198 | $80,717-11.8% | $154,803-54.0% | $84,808-16.0% |
| Participation rate | 73.2% | 66.8%+6.4pp | 78.1%-4.9pp | 68.3%+4.9pp |
| Annual return | 15.83% | 37.96%-22.1pp | 58.88%-43.1pp | 40.90%-25.1pp |
| Employer contribution / active EE | $1,195 | $2,761-56.7% | $4,305-72.2% | $2,631-54.6% |
| Participant deferral / active EE | $1,819 | $3,303-44.9% | $5,540-67.2% | $4,212-56.8% |
| Admin fee / account holder | $3,428 | $6,746-49.2% | $14,329-76.1% | $7,344-53.3% |