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 | $62,717 | $72,012-12.9% | $185,823-66.2% | $79,858-21.5% |
| Participation rate | 77.1% | 65.8%+11.4pp | 78.0%-0.9pp | 69.6%+7.5pp |
| Annual return | 14.11% | 23.12%-9.0pp | 35.95%-21.8pp | 31.71%-17.6pp |
| Employer contribution / active EE | $1,833 | $1,965-6.7% | $4,087-55.2% | $2,471-25.8% |
| Participant deferral / active EE | $3,057 | $3,779-19.1% | $5,632-45.7% | $3,740-18.3% |
| Admin fee / account holder | $19,535 | $4,513+332.9% | $9,500+105.6% | $5,306+268.2% |