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 | $66,929 | $109,881-39.1% | $150,045-55.4% | $84,808-21.1% |
| Participation rate | 93.3% | 76.1%+17.2pp | 82.3%+11.0pp | 68.3%+25.0pp |
| Annual return | 22.54% | 28.25%-5.7pp | 62.55%-40.0pp | 40.90%-18.4pp |
| Employer contribution / active EE | $2,472 | $3,561-30.6% | $4,693-47.3% | $2,631-6.0% |
| Participant deferral / active EE | $4,520 | $6,636-31.9% | $7,997-43.5% | $4,212+7.3% |
| Admin fee / account holder | $479 | $8,568-94.4% | $13,435-96.4% | $7,344-93.5% |