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 | $49,122 | $93,571-47.5% | $135,903-63.9% | $75,163-34.6% |
| Participation rate | 77.8% | 75.2%+2.6pp | 81.9%-4.1pp | 67.2%+10.6pp |
| Annual return | 22.37% | 30.90%-8.5pp | 68.23%-45.9pp | 160.62%-138.2pp |
| Employer contribution / active EE | $2,504 | $3,537-29.2% | $4,856-48.4% | $2,670-6.2% |
| Participant deferral / active EE | $7,898 | $6,404+23.3% | $7,758+1.8% | $4,125+91.5% |
| Admin fee / account holder | $6,427 | $6,975-7.9% | $10,762-40.3% | $5,651+13.7% |