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 | $61,680 | $81,460-24.3% | $103,333-40.3% | $80,856-23.7% |
| Participation rate | 70.4% | 66.8%+3.5pp | 74.5%-4.1pp | 67.6%+2.7pp |
| Annual return | 12.40% | 25.55%-13.1pp | 24.88%-12.5pp | 35.59%-23.2pp |
| Employer contribution / active EE | $2,711 | $3,105-12.7% | $3,868-29.9% | $2,755-1.6% |
| Participant deferral / active EE | $5,586 | $3,869+44.4% | $5,057+10.5% | $4,296+30.0% |
| Admin fee / account holder | $468 | $6,566-92.9% | $8,355-94.4% | $6,918-93.2% |