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 | $95,453-41.4% | $112,040-50.0% | $82,448-32.1% |
| Participation rate | 70.0% | 72.8%-2.8pp | 76.5%-6.5pp | 68.1%+1.9pp |
| Annual return | 20.22% | 23.92%-3.7pp | 24.52%-4.3pp | 41.64%-21.4pp |
| Employer contribution / active EE | $2,259 | $2,318-2.5% | $2,954-23.5% | $2,551-11.4% |
| Participant deferral / active EE | $5,123 | $4,224+21.3% | $5,098+0.5% | $4,139+23.8% |
| Admin fee / account holder | $4,844 | $9,013-46.3% | $12,098-60.0% | $7,234-33.0% |