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 | $57,978 | $72,277-19.8% | $101,248-42.7% | $79,858-27.4% |
| Participation rate | 73.1% | 68.5%+4.6pp | 75.8%-2.7pp | 69.6%+3.4pp |
| Annual return | 15.40% | 22.30%-6.9pp | 46.47%-31.1pp | 31.71%-16.3pp |
| Employer contribution / active EE | $5,242 | $2,692+94.8% | $3,660+43.3% | $2,471+112.2% |
| Participant deferral / active EE | $5,960 | $3,282+81.6% | $4,370+36.4% | $3,740+59.4% |
| Admin fee / account holder | $1,631 | $4,400-62.9% | $5,945-72.6% | $5,306-69.3% |