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 | $55,156 | $93,571-41.1% | $135,903-59.4% | $75,163-26.6% |
| Participation rate | 78.6% | 75.2%+3.4pp | 81.9%-3.3pp | 67.2%+11.4pp |
| Annual return | 21.33% | 30.90%-9.6pp | 68.23%-46.9pp | 160.62%-139.3pp |
| Employer contribution / active EE | $2,299 | $3,537-35.0% | $4,856-52.7% | $2,670-13.9% |
| Participant deferral / active EE | $6,677 | $6,404+4.3% | $7,758-13.9% | $4,125+61.9% |
| Admin fee / account holder | $1,619 | $6,975-76.8% | $10,762-85.0% | $5,651-71.4% |