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 | $52,048 | $80,717-35.5% | $154,803-66.4% | $84,808-38.6% |
| Participation rate | 78.5% | 66.8%+11.7pp | 78.1%+0.4pp | 68.3%+10.2pp |
| Annual return | 21.20% | 37.96%-16.8pp | 58.88%-37.7pp | 40.90%-19.7pp |
| Employer contribution / active EE | $3,471 | $2,761+25.7% | $4,305-19.4% | $2,631+31.9% |
| Participant deferral / active EE | $6,450 | $3,303+95.3% | $5,540+16.4% | $4,212+53.2% |
| Admin fee / account holder | $4,521 | $6,746-33.0% | $14,329-68.4% | $7,344-38.4% |