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 | $51,923 | $67,606-23.2% | $82,313-36.9% | $70,131-26.0% |
| Participation rate | 80.6% | 72.8%+7.8pp | 76.9%+3.7pp | 69.5%+11.0pp |
| Annual return | 22.12% | 21.57%+0.6pp | 25.88%-3.8pp | 73.14%-51.0pp |
| Employer contribution / active EE | $1,041 | $1,755-40.7% | $2,428-57.1% | $2,342-55.5% |
| Participant deferral / active EE | $5,826 | $2,987+95.0% | $3,706+57.2% | $3,332+74.9% |
| Admin fee / account holder | $1,604 | $4,512-64.4% | $5,608-71.4% | $4,645-65.5% |