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 | $57,063 | $239,571-76.2% | $183,328-68.9% | $137,256-58.4% |
| Participation rate | 78.9% | 82.4%-3.5pp | 77.3%+1.6pp | 80.0%-1.0pp |
| Annual return | 13.57% | 35.69%-22.1pp | 29.67%-16.1pp | 220.34%-206.8pp |
| Employer contribution / active EE | $3,878 | $6,148-36.9% | $5,055-23.3% | $4,156-6.7% |
| Participant deferral / active EE | $6,556 | $7,995-18.0% | $6,795-3.5% | $6,407+2.3% |
| Admin fee / account holder | $10,482 | $30,059-65.1% | $21,427-51.1% | $12,270-14.6% |