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 | $50,391 | $81,460-38.1% | $103,333-51.2% | $80,856-37.7% |
| Participation rate | 80.0% | 66.8%+13.2pp | 74.5%+5.5pp | 67.6%+12.4pp |
| Annual return | 11.03% | 25.55%-14.5pp | 24.88%-13.8pp | 35.59%-24.6pp |
| Employer contribution / active EE | $1,548 | $3,105-50.1% | $3,868-60.0% | $2,755-43.8% |
| Participant deferral / active EE | $5,405 | $3,869+39.7% | $5,057+6.9% | $4,296+25.8% |
| Admin fee / account holder | $1,953 | $6,566-70.3% | $8,355-76.6% | $6,918-71.8% |