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 | $55,970 | $95,803-41.6% | $113,168-50.5% | $84,808-34.0% |
| Participation rate | 70.0% | 72.9%-2.9pp | 76.6%-6.6pp | 68.3%+1.7pp |
| Annual return | 20.22% | 25.00%-4.8pp | 24.27%-4.0pp | 40.90%-20.7pp |
| Employer contribution / active EE | $2,259 | $2,360-4.3% | $2,975-24.1% | $2,631-14.1% |
| Participant deferral / active EE | $5,123 | $4,242+20.8% | $5,107+0.3% | $4,212+21.6% |
| Admin fee / account holder | $4,844 | $8,989-46.1% | $12,068-59.9% | $7,344-34.0% |