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 | $59,342 | $118,450-49.9% | $98,439-39.7% | $139,434-57.4% |
| Participation rate | 77.8% | 77.4%+0.3pp | 75.2%+2.6pp | 80.3%-2.5pp |
| Annual return | 17.70% | 18.94%-1.2pp | 21.16%-3.5pp | 372.94%-355.2pp |
| Employer contribution / active EE | $1,927 | $3,609-46.6% | $3,048-36.8% | $4,751-59.4% |
| Participant deferral / active EE | $5,223 | $5,392-3.1% | $4,738+10.2% | $6,710-22.2% |
| Admin fee / account holder | $5,736 | $14,026-59.1% | $8,948-35.9% | $11,403-49.7% |