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 | $69,328 | $93,571-25.9% | $135,903-49.0% | $75,163-7.8% |
| Participation rate | 77.1% | 75.2%+2.0pp | 81.9%-4.8pp | 67.2%+10.0pp |
| Annual return | 20.82% | 30.90%-10.1pp | 68.23%-47.4pp | 160.62%-139.8pp |
| Employer contribution / active EE | $3,121 | $3,537-11.7% | $4,856-35.7% | $2,670+16.9% |
| Participant deferral / active EE | $8,677 | $6,404+35.5% | $7,758+11.8% | $4,125+110.3% |
| Admin fee / account holder | $1,201 | $6,975-82.8% | $10,762-88.8% | $5,651-78.7% |