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 | $65,979 | $109,881-40.0% | $150,045-56.0% | $84,808-22.2% |
| Participation rate | 88.6% | 76.1%+12.5pp | 82.3%+6.2pp | 68.3%+20.3pp |
| Annual return | 19.45% | 28.25%-8.8pp | 62.55%-43.1pp | 40.90%-21.5pp |
| Employer contribution / active EE | $3,457 | $3,561-2.9% | $4,693-26.3% | $2,631+31.4% |
| Participant deferral / active EE | $6,618 | $6,636-0.3% | $7,997-17.2% | $4,212+57.1% |
| Admin fee / account holder | $2,523 | $8,568-70.6% | $13,435-81.2% | $7,344-65.7% |