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 | $64,196 | $80,673-20.4% | $101,326-36.6% | $84,808-24.3% |
| Participation rate | 76.5% | 77.8%-1.3pp | 81.5%-5.0pp | 68.3%+8.2pp |
| Annual return | 28.42% | 38.95%-10.5pp | 36.82%-8.4pp | 40.90%-12.5pp |
| Employer contribution / active EE | $1,206 | $2,698-55.3% | $3,665-67.1% | $2,631-54.2% |
| Participant deferral / active EE | $9,527 | $6,840+39.3% | $7,994+19.2% | $4,212+126.2% |
| Admin fee / account holder | $3,191 | $12,784-75.0% | $11,185-71.5% | $7,344-56.6% |