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 | $56,730 | $72,492-21.7% | $87,100-34.9% | $72,985-22.3% |
| Participation rate | 75.0% | 72.8%+2.2pp | 76.9%-1.9pp | 69.5%+5.5pp |
| Annual return | 24.26% | 24.46%-0.2pp | 28.19%-3.9pp | 81.00%-56.7pp |
| Employer contribution / active EE | $1,621 | $1,894-14.4% | $2,521-35.7% | $2,440-33.6% |
| Participant deferral / active EE | $2,723 | $3,270-16.7% | $4,049-32.7% | $3,607-24.5% |
| Admin fee / account holder | $3,922 | $5,055-22.4% | $7,497-47.7% | $5,124-23.5% |