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 | $54,415 | $77,813-30.1% | $123,544-56.0% | $64,186-15.2% |
| Participation rate | 75.0% | 74.7%+0.3pp | 82.3%-7.3pp | 69.6%+5.4pp |
| Annual return | 5.74% | 12.48%-6.7pp | 119.20%-113.5pp | 7.63%-1.9pp |
| Employer contribution / active EE | $3,402 | $3,014+12.9% | $4,628-26.5% | $2,381+42.9% |
| Participant deferral / active EE | $9,552 | $5,240+82.3% | $6,426+48.6% | $3,470+175.3% |
| Admin fee / account holder | $692 | $5,519-87.5% | $9,284-92.6% | $4,888-85.9% |