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 | $77,517 | $101,724-23.8% | $164,813-53.0% | $80,856-4.1% |
| Participation rate | 81.6% | 71.8%+9.8pp | 78.6%+3.0pp | 67.6%+14.0pp |
| Annual return | 11.42% | 16.72%-5.3pp | 69.93%-58.5pp | 35.59%-24.2pp |
| Employer contribution / active EE | $1,757 | $2,953-40.5% | $4,341-59.5% | $2,755-36.2% |
| Participant deferral / active EE | $5,007 | $4,477+11.8% | $6,031-17.0% | $4,296+16.5% |
| Admin fee / account holder | $2,296 | $8,227-72.1% | $12,690-81.9% | $6,918-66.8% |