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 7-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 | $67,565 | $112,729-40.1% | $98,716-31.6% | $137,256-50.8% |
| Participation rate | 75.0% | 74.2%+0.8pp | 69.3%+5.7pp | 80.0%-5.0pp |
| Annual return | 18.16% | 38.48%-20.3pp | 31.81%-13.6pp | 220.34%-202.2pp |
| Employer contribution / active EE | $1,339 | $2,725-50.9% | $2,279-41.2% | $4,156-67.8% |
| Participant deferral / active EE | $10,283 | $4,640+121.6% | $4,048+154.1% | $6,407+60.5% |
| Admin fee / account holder | $2,384 | $10,129-76.5% | $8,703-72.6% | $12,270-80.6% |