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 | $60,054 | $109,881-45.3% | $150,045-60.0% | $84,808-29.2% |
| Participation rate | 88.8% | 76.1%+12.7pp | 82.3%+6.4pp | 68.3%+20.5pp |
| Annual return | 18.32% | 28.25%-9.9pp | 62.55%-44.2pp | 40.90%-22.6pp |
| Employer contribution / active EE | $1,815 | $3,561-49.0% | $4,693-61.3% | $2,631-31.0% |
| Participant deferral / active EE | $4,278 | $6,636-35.5% | $7,997-46.5% | $4,212+1.6% |
| Admin fee / account holder | $2,191 | $8,568-74.4% | $13,435-83.7% | $7,344-70.2% |