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 | $54,686 | $109,413-50.0% | $156,263-65.0% | $84,808-35.5% |
| Participation rate | 93.3% | 72.7%+20.6pp | 78.9%+14.4pp | 68.3%+25.0pp |
| Annual return | 22.08% | 20.18%+1.9pp | 59.47%-37.4pp | 40.90%-18.8pp |
| Employer contribution / active EE | $1,172 | $2,907-59.7% | $4,333-72.9% | $2,631-55.4% |
| Participant deferral / active EE | $4,731 | $4,590+3.1% | $6,158-23.2% | $4,212+12.3% |
| Admin fee / account holder | $2,594 | $9,357-72.3% | $14,255-81.8% | $7,344-64.7% |