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 | $64,110 | $135,952-52.8% | $123,892-48.3% | $273,961-76.6% |
| Participation rate | 77.8% | 84.1%-6.3pp | 81.4%-3.6pp | 83.0%-5.2pp |
| Annual return | 49.92% | 56.63%-6.7pp | 47.52%+2.4pp | 41.45%+8.5pp |
| Employer contribution / active EE | $3,664 | $5,170-29.1% | $4,617-20.6% | $4,869-24.7% |
| Participant deferral / active EE | $5,960 | $6,343-6.0% | $5,984-0.4% | $5,287+12.7% |
| Admin fee / account holder | $14,544 | $9,817+48.1% | $8,357+74.0% | $10,132+43.5% |