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 | $49,925 | $91,407-45.4% | $135,903-63.3% | $71,457-30.1% |
| Participation rate | 71.2% | 75.7%-4.5pp | 81.9%-10.8pp | 67.9%+3.2pp |
| Annual return | 35.04% | 29.90%+5.1pp | 68.23%-33.2pp | 28.85%+6.2pp |
| Employer contribution / active EE | $2,312 | $3,703-37.6% | $4,856-52.4% | $2,588-10.7% |
| Participant deferral / active EE | $5,613 | $7,092-20.9% | $7,758-27.6% | $4,289+30.9% |
| Admin fee / account holder | $2,389 | $1,266+88.7% | $10,762-77.8% | $1,587+50.5% |