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 | $51,763 | $123,793-58.2% | $177,821-70.9% | $79,858-35.2% |
| Participation rate | 77.6% | 84.7%-7.0pp | 87.7%-10.1pp | 69.6%+8.0pp |
| Annual return | 16.47% | 22.82%-6.4pp | 48.32%-31.9pp | 31.71%-15.2pp |
| Employer contribution / active EE | $1,337 | $4,095-67.4% | $5,918-77.4% | $2,471-45.9% |
| Participant deferral / active EE | $2,796 | $5,956-53.1% | $7,714-63.8% | $3,740-25.2% |
| Admin fee / account holder | $3,032 | $7,243-58.1% | $12,427-75.6% | $5,306-42.9% |