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 | $51,702 | $76,552-32.5% | $123,892-58.3% | $62,891-17.8% |
| Participation rate | 79.5% | 73.0%+6.6pp | 81.4%-1.9pp | 69.3%+10.2pp |
| Annual return | 9.38% | 18.68%-9.3pp | 47.52%-38.1pp | 20.14%-10.8pp |
| Employer contribution / active EE | $3,420 | $2,883+18.6% | $4,617-25.9% | $2,281+49.9% |
| Participant deferral / active EE | $5,688 | $4,840+17.5% | $5,984-4.9% | $3,203+77.6% |
| Admin fee / account holder | $2,809 | $4,826-41.8% | $8,357-66.4% | $4,296-34.6% |