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 | $72,290 | $161,352-55.2% | $134,172-46.1% | $137,256-47.3% |
| Participation rate | 85.7% | 78.3%+7.4pp | 72.5%+13.2pp | 80.0%+5.8pp |
| Annual return | 15.60% | 28.72%-13.1pp | 25.30%-9.7pp | 220.34%-204.7pp |
| Employer contribution / active EE | $2,672 | $4,099-34.8% | $3,420-21.9% | $4,156-35.7% |
| Participant deferral / active EE | $5,733 | $5,552+3.2% | $4,690+22.2% | $6,407-10.5% |
| Admin fee / account holder | $1,367 | $15,028-90.9% | $12,016-88.6% | $12,270-88.9% |