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 | $55,511 | $101,724-45.4% | $164,813-66.3% | $80,856-31.3% |
| Participation rate | 70.6% | 71.8%-1.2pp | 78.6%-8.0pp | 67.6%+3.0pp |
| Annual return | 11.84% | 16.72%-4.9pp | 69.93%-58.1pp | 35.59%-23.8pp |
| Employer contribution / active EE | $1,612 | $2,953-45.4% | $4,341-62.9% | $2,755-41.5% |
| Participant deferral / active EE | $3,260 | $4,477-27.2% | $6,031-46.0% | $4,296-24.1% |
| Admin fee / account holder | $4,629 | $8,227-43.7% | $12,690-63.5% | $6,918-33.1% |