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 | $67,381 | $83,477-19.3% | $125,175-46.2% | $72,985-7.7% |
| Participation rate | 75.0% | 73.3%+1.7pp | 79.8%-4.8pp | 69.5%+5.5pp |
| Annual return | 24.56% | 25.78%-1.2pp | 43.79%-19.2pp | 81.00%-56.4pp |
| Employer contribution / active EE | $785 | $2,345-66.5% | $3,865-79.7% | $2,440-67.8% |
| Participant deferral / active EE | $5,200 | $3,585+45.0% | $4,937+5.3% | $3,607+44.2% |
| Admin fee / account holder | $663 | $5,517-88.0% | $9,702-93.2% | $5,124-87.1% |