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 | $55,132 | $63,355-13.0% | $91,989-40.1% | $72,985-24.5% |
| Participation rate | 82.0% | 72.5%+9.4pp | 78.6%+3.3pp | 69.5%+12.5pp |
| Annual return | 23.65% | 35.35%-11.7pp | 69.02%-45.4pp | 81.00%-57.3pp |
| Employer contribution / active EE | $0 | $2,116-100.0% | $3,452-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $5,933 | $4,883+21.5% | $5,923+0.2% | $3,607+64.5% |
| Admin fee / account holder | $991 | $4,668-78.8% | $7,743-87.2% | $5,124-80.7% |