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 | $42,380 | $76,552-44.6% | $123,892-65.8% | $62,891-32.6% |
| Participation rate | 82.1% | 73.0%+9.2pp | 81.4%+0.7pp | 69.3%+12.8pp |
| Annual return | 10.36% | 18.68%-8.3pp | 47.52%-37.2pp | 20.14%-9.8pp |
| Employer contribution / active EE | $3,586 | $2,883+24.4% | $4,617-22.3% | $2,281+57.2% |
| Participant deferral / active EE | $8,272 | $4,840+70.9% | $5,984+38.2% | $3,203+158.3% |
| Admin fee / account holder | $6,175 | $4,826+28.0% | $8,357-26.1% | $4,296+43.8% |