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 | $51,595 | $93,071-44.6% | $74,583-30.8% | $273,961-81.2% |
| Participation rate | 90.5% | 74.9%+15.5pp | 68.1%+22.4pp | 83.0%+7.5pp |
| Annual return | 11.79% | 26.18%-14.4pp | 20.47%-8.7pp | 41.45%-29.7pp |
| Employer contribution / active EE | $1,977 | $3,160-37.4% | $2,525-21.7% | $4,869-59.4% |
| Participant deferral / active EE | $7,544 | $4,160+81.3% | $3,458+118.2% | $5,287+42.7% |
| Admin fee / account holder | $1,027 | $5,272-80.5% | $4,138-75.2% | $10,132-89.9% |