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 | $56,298 | $76,552-26.5% | $123,892-54.6% | $62,891-10.5% |
| Participation rate | 72.1% | 73.0%-0.9pp | 81.4%-9.3pp | 69.3%+2.8pp |
| Annual return | 7.93% | 18.68%-10.7pp | 47.52%-39.6pp | 20.14%-12.2pp |
| Employer contribution / active EE | $5,386 | $2,883+86.9% | $4,617+16.7% | $2,281+136.1% |
| Participant deferral / active EE | $8,271 | $4,840+70.9% | $5,984+38.2% | $3,203+158.2% |
| Admin fee / account holder | $8,276 | $4,826+71.5% | $8,357-1.0% | $4,296+92.7% |