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 | $50,868 | $72,012-29.4% | $185,823-72.6% | $79,858-36.3% |
| Participation rate | 80.0% | 65.8%+14.2pp | 78.0%+2.0pp | 69.6%+10.4pp |
| Annual return | 19.65% | 23.12%-3.5pp | 35.95%-16.3pp | 31.71%-12.1pp |
| Employer contribution / active EE | $2,589 | $1,965+31.8% | $4,087-36.7% | $2,471+4.8% |
| Participant deferral / active EE | $4,355 | $3,779+15.2% | $5,632-22.7% | $3,740+16.4% |
| Admin fee / account holder | $525 | $4,513-88.4% | $9,500-94.5% | $5,306-90.1% |