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 | $50,786 | $76,552-33.7% | $123,892-59.0% | $62,891-19.2% |
| Participation rate | 83.1% | 73.0%+10.1pp | 81.4%+1.6pp | 69.3%+13.7pp |
| Annual return | 11.60% | 18.68%-7.1pp | 47.52%-35.9pp | 20.14%-8.5pp |
| Employer contribution / active EE | $3,387 | $2,883+17.5% | $4,617-26.6% | $2,281+48.5% |
| Participant deferral / active EE | $11,306 | $4,840+133.6% | $5,984+88.9% | $3,203+253.0% |
| Admin fee / account holder | $1,453 | $4,826-69.9% | $8,357-82.6% | $4,296-66.2% |