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 | $45,406 | $81,248-44.1% | $155,509-70.8% | $80,856-43.8% |
| Participation rate | 74.1% | 66.2%+7.8pp | 78.2%-4.1pp | 67.6%+6.4pp |
| Annual return | 12.95% | 33.31%-20.4pp | 64.67%-51.7pp | 35.59%-22.6pp |
| Employer contribution / active EE | $2,109 | $3,100-32.0% | $4,672-54.9% | $2,755-23.4% |
| Participant deferral / active EE | $4,255 | $3,452+23.3% | $5,626-24.4% | $4,296-1.0% |
| Admin fee / account holder | $1,633 | $7,997-79.6% | $15,912-89.7% | $6,918-76.4% |