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 | $71,349 | $95,803-25.5% | $113,168-37.0% | $84,808-15.9% |
| Participation rate | 74.1% | 72.9%+1.3pp | 76.6%-2.4pp | 68.3%+5.8pp |
| Annual return | 13.87% | 25.00%-11.1pp | 24.27%-10.4pp | 40.90%-27.0pp |
| Employer contribution / active EE | $1,488 | $2,360-36.9% | $2,975-50.0% | $2,631-43.4% |
| Participant deferral / active EE | $5,245 | $4,242+23.6% | $5,107+2.7% | $4,212+24.5% |
| Admin fee / account holder | $5,158 | $8,989-42.6% | $12,068-57.3% | $7,344-29.8% |