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 | $69,600 | $106,749-34.8% | $145,433-52.1% | $82,448-15.6% |
| Participation rate | 75.5% | 75.6%-0.1pp | 82.1%-6.6pp | 68.1%+7.4pp |
| Annual return | 15.43% | 27.59%-12.2pp | 66.58%-51.1pp | 41.64%-26.2pp |
| Employer contribution / active EE | $1,232 | $3,444-64.2% | $4,554-73.0% | $2,551-51.7% |
| Participant deferral / active EE | $4,403 | $6,519-32.5% | $7,897-44.3% | $4,139+6.4% |
| Admin fee / account holder | $9,304 | $8,390+10.9% | $13,129-29.1% | $7,234+28.6% |