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 5-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 | $64,758 | $148,978-56.5% | $200,582-67.7% | $84,808-23.6% |
| Participation rate | 78.6% | 84.2%-5.7pp | 86.9%-8.3pp | 68.3%+10.3pp |
| Annual return | 16.67% | 28.16%-11.5pp | 42.33%-25.7pp | 40.90%-24.2pp |
| Employer contribution / active EE | $2,982 | $4,815-38.1% | $6,419-53.5% | $2,631+13.3% |
| Participant deferral / active EE | $9,021 | $7,142+26.3% | $9,331-3.3% | $4,212+114.2% |
| Admin fee / account holder | $2,980 | $13,977-78.7% | $16,305-81.7% | $7,344-59.4% |