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 | $63,859 | $106,749-40.2% | $145,433-56.1% | $82,448-22.5% |
| Participation rate | 89.2% | 75.6%+13.5pp | 82.1%+7.1pp | 68.1%+21.1pp |
| Annual return | 21.19% | 27.59%-6.4pp | 66.58%-45.4pp | 41.64%-20.5pp |
| Employer contribution / active EE | $3,178 | $3,444-7.7% | $4,554-30.2% | $2,551+24.6% |
| Participant deferral / active EE | $4,573 | $6,519-29.8% | $7,897-42.1% | $4,139+10.5% |
| Admin fee / account holder | $2,224 | $8,390-73.5% | $13,129-83.1% | $7,234-69.3% |