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 | $55,072 | $93,571-41.1% | $135,903-59.5% | $75,163-26.7% |
| Participation rate | 74.5% | 75.2%-0.7pp | 81.9%-7.4pp | 67.2%+7.3pp |
| Annual return | 26.76% | 30.90%-4.1pp | 68.23%-41.5pp | 160.62%-133.9pp |
| Employer contribution / active EE | $3,818 | $3,537+8.0% | $4,856-21.4% | $2,670+43.0% |
| Participant deferral / active EE | $8,728 | $6,404+36.3% | $7,758+12.5% | $4,125+111.6% |
| Admin fee / account holder | $12,916 | $6,975+85.2% | $10,762+20.0% | $5,651+128.6% |