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 | $56,034 | $76,552-26.8% | $123,892-54.8% | $62,891-10.9% |
| Participation rate | 77.5% | 73.0%+4.5pp | 81.4%-3.9pp | 69.3%+8.2pp |
| Annual return | 7.04% | 18.68%-11.6pp | 47.52%-40.5pp | 20.14%-13.1pp |
| Employer contribution / active EE | $1,817 | $2,883-37.0% | $4,617-60.7% | $2,281-20.4% |
| Participant deferral / active EE | $4,738 | $4,840-2.1% | $5,984-20.8% | $3,203+47.9% |
| Admin fee / account holder | $5,004 | $4,826+3.7% | $8,357-40.1% | $4,296+16.5% |