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 | $57,991 | $109,881-47.2% | $150,045-61.4% | $84,808-31.6% |
| Participation rate | 84.0% | 76.1%+8.0pp | 82.3%+1.7pp | 68.3%+15.7pp |
| Annual return | 27.51% | 28.25%-0.7pp | 62.55%-35.0pp | 40.90%-13.4pp |
| Employer contribution / active EE | $3,836 | $3,561+7.7% | $4,693-18.3% | $2,631+45.8% |
| Participant deferral / active EE | $9,354 | $6,636+41.0% | $7,997+17.0% | $4,212+122.1% |
| Admin fee / account holder | $5,901 | $8,568-31.1% | $13,435-56.1% | $7,344-19.6% |