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 | $41,718 | $82,032-49.1% | $123,104-66.1% | $59,632-30.0% |
| Participation rate | 80.4% | 83.2%-2.8pp | 86.8%-6.3pp | 68.7%+11.8pp |
| Annual return | 5.58% | 5.12%+0.5pp | 13.22%-7.6pp | 2041.28%-2035.7pp |
| Employer contribution / active EE | $2,686 | $3,297-18.5% | $5,151-47.9% | $2,203+21.9% |
| Participant deferral / active EE | $5,521 | $4,667+18.3% | $6,230-11.4% | $3,192+73.0% |
| Admin fee / account holder | $813 | $5,881-86.2% | $9,015-91.0% | $4,297-81.1% |