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 | $58,409 | $74,927-22.0% | $101,794-42.6% | $84,808-31.1% |
| Participation rate | 77.4% | 61.4%+16.0pp | 69.2%+8.2pp | 68.3%+9.1pp |
| Annual return | 13.59% | 18.70%-5.1pp | 30.53%-16.9pp | 40.90%-27.3pp |
| Employer contribution / active EE | $2,201 | $1,522+44.7% | $2,289-3.8% | $2,631-16.3% |
| Participant deferral / active EE | $3,630 | $3,099+17.1% | $4,084-11.1% | $4,212-13.8% |
| Admin fee / account holder | $7,039 | $6,514+8.1% | $8,777-19.8% | $7,344-4.1% |