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 | $67,339 | $76,552-12.0% | $123,892-45.6% | $62,891+7.1% |
| Participation rate | 94.3% | 73.0%+21.3pp | 81.4%+12.9pp | 69.3%+25.0pp |
| Annual return | 7.61% | 18.68%-11.1pp | 47.52%-39.9pp | 20.14%-12.5pp |
| Employer contribution / active EE | $1,151 | $2,883-60.1% | $4,617-75.1% | $2,281-49.5% |
| Participant deferral / active EE | $2,871 | $4,840-40.7% | $5,984-52.0% | $3,203-10.4% |
| Admin fee / account holder | $4,797 | $4,826-0.6% | $8,357-42.6% | $4,296+11.7% |