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 | $24,623 | $76,552-67.8% | $123,892-80.1% | $62,891-60.8% |
| Participation rate | 78.4% | 73.0%+5.4pp | 81.4%-3.0pp | 69.3%+9.1pp |
| Annual return | 14.76% | 18.68%-3.9pp | 47.52%-32.8pp | 20.14%-5.4pp |
| Employer contribution / active EE | $1,796 | $2,883-37.7% | $4,617-61.1% | $2,281-21.3% |
| Participant deferral / active EE | $4,596 | $4,840-5.0% | $5,984-23.2% | $3,203+43.5% |
| Admin fee / account holder | $3,336 | $4,826-30.9% | $8,357-60.1% | $4,296-22.3% |