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 | $45,582 | $109,881-58.5% | $150,045-69.6% | $84,808-46.3% |
| Participation rate | 78.3% | 76.1%+2.2pp | 82.3%-4.1pp | 68.3%+9.9pp |
| Annual return | 17.26% | 28.25%-11.0pp | 62.55%-45.3pp | 40.90%-23.6pp |
| Employer contribution / active EE | $2,507 | $3,561-29.6% | $4,693-46.6% | $2,631-4.7% |
| Participant deferral / active EE | $4,665 | $6,636-29.7% | $7,997-41.7% | $4,212+10.8% |
| Admin fee / account holder | $3,838 | $8,568-55.2% | $13,435-71.4% | $7,344-47.7% |