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 | $59,519 | $93,071-36.0% | $74,583-20.2% | $273,961-78.3% |
| Participation rate | 75.0% | 74.9%+0.1pp | 68.1%+6.9pp | 83.0%-8.0pp |
| Annual return | 9.57% | 26.18%-16.6pp | 20.47%-10.9pp | 41.45%-31.9pp |
| Employer contribution / active EE | $1,955 | $3,160-38.1% | $2,525-22.6% | $4,869-59.8% |
| Participant deferral / active EE | $8,163 | $4,160+96.2% | $3,458+136.1% | $5,287+54.4% |
| Admin fee / account holder | $2,777 | $5,272-47.3% | $4,138-32.9% | $10,132-72.6% |