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 | $76,407-6.8% | $150,298-52.6% | $82,448-13.6% |
| Participation rate | 73.2% | 66.4%+6.8pp | 77.8%-4.6pp | 68.1%+5.1pp |
| Annual return | 15.83% | 39.99%-24.2pp | 62.79%-47.0pp | 41.64%-25.8pp |
| Employer contribution / active EE | $1,195 | $2,614-54.3% | $4,154-71.2% | $2,551-53.2% |
| Participant deferral / active EE | $1,819 | $3,214-43.4% | $5,453-66.6% | $4,139-56.1% |
| Admin fee / account holder | $3,428 | $6,352-46.0% | $14,116-75.7% | $7,234-52.6% |