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 | $81,315 | $123,793-34.3% | $177,821-54.3% | $79,858+1.8% |
| Participation rate | 84.0% | 84.7%-0.7pp | 87.7%-3.7pp | 69.6%+14.4pp |
| Annual return | 17.16% | 22.82%-5.7pp | 48.32%-31.2pp | 31.71%-14.6pp |
| Employer contribution / active EE | $2,020 | $4,095-50.7% | $5,918-65.9% | $2,471-18.2% |
| Participant deferral / active EE | $3,356 | $5,956-43.7% | $7,714-56.5% | $3,740-10.3% |
| Admin fee / account holder | $2,368 | $7,243-67.3% | $12,427-80.9% | $5,306-55.4% |