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 | $51,790 | $76,552-32.3% | $123,892-58.2% | $62,891-17.7% |
| Participation rate | 70.0% | 73.0%-3.0pp | 81.4%-11.4pp | 69.3%+0.7pp |
| Annual return | 8.02% | 18.68%-10.7pp | 47.52%-39.5pp | 20.14%-12.1pp |
| Employer contribution / active EE | $1,453 | $2,883-49.6% | $4,617-68.5% | $2,281-36.3% |
| Participant deferral / active EE | $2,149 | $4,840-55.6% | $5,984-64.1% | $3,203-32.9% |
| Admin fee / account holder | $3,987 | $4,826-17.4% | $8,357-52.3% | $4,296-7.2% |