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 | $238,490-76.1% | $180,183-68.3% | $142,382-59.9% |
| Participation rate | 78.9% | 82.3%-3.3pp | 77.4%+1.5pp | 80.1%-1.2pp |
| Annual return | 13.57% | 33.56%-20.0pp | 27.86%-14.3pp | 217.08%-203.5pp |
| Employer contribution / active EE | $3,878 | $6,143-36.9% | $5,039-23.0% | $4,299-9.8% |
| Participant deferral / active EE | $6,556 | $7,996-18.0% | $6,822-3.9% | $6,507+0.8% |
| Admin fee / account holder | $10,482 | $28,866-63.7% | $19,975-47.5% | $12,624-17.0% |