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 | $51,851 | $93,571-44.6% | $135,903-61.8% | $75,163-31.0% |
| Participation rate | 80.0% | 75.2%+4.8pp | 81.9%-1.9pp | 67.2%+12.8pp |
| Annual return | 19.69% | 30.90%-11.2pp | 68.23%-48.5pp | 160.62%-140.9pp |
| Employer contribution / active EE | $2,811 | $3,537-20.5% | $4,856-42.1% | $2,670+5.3% |
| Participant deferral / active EE | $5,604 | $6,404-12.5% | $7,758-27.8% | $4,125+35.9% |
| Admin fee / account holder | $8,538 | $6,975+22.4% | $10,762-20.7% | $5,651+51.1% |