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 | $53,577 | $54,762-2.2% | $90,281-40.7% | $72,985-26.6% |
| Participation rate | 79.5% | 65.1%+14.4pp | 73.3%+6.2pp | 69.5%+10.0pp |
| Annual return | 24.78% | 30.63%-5.9pp | 78.10%-53.3pp | 81.00%-56.2pp |
| Employer contribution / active EE | $3,345 | $2,092+59.9% | $2,854+17.2% | $2,440+37.1% |
| Participant deferral / active EE | $5,297 | $2,887+83.5% | $3,885+36.3% | $3,607+46.8% |
| Admin fee / account holder | $1,579 | $3,972-60.3% | $5,351-70.5% | $5,124-69.2% |