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 | $22,355 | $77,813-71.3% | $123,544-81.9% | $64,186-65.2% |
| Participation rate | 75.0% | 74.7%+0.3pp | 82.3%-7.3pp | 69.6%+5.4pp |
| Annual return | 9.60% | 12.48%-2.9pp | 119.20%-109.6pp | 7.63%+2.0pp |
| Employer contribution / active EE | $1,759 | $3,014-41.6% | $4,628-62.0% | $2,381-26.1% |
| Participant deferral / active EE | $2,248 | $5,240-57.1% | $6,426-65.0% | $3,470-35.2% |
| Admin fee / account holder | $1,655 | $5,519-70.0% | $9,284-82.2% | $4,888-66.1% |