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 | $58,318 | $83,477-30.1% | $125,175-53.4% | $72,985-20.1% |
| Participation rate | 77.6% | 73.3%+4.2pp | 79.8%-2.2pp | 69.5%+8.1pp |
| Annual return | 16.50% | 25.78%-9.3pp | 43.79%-27.3pp | 81.00%-64.5pp |
| Employer contribution / active EE | $2,031 | $2,345-13.4% | $3,865-47.4% | $2,440-16.7% |
| Participant deferral / active EE | $3,684 | $3,585+2.8% | $4,937-25.4% | $3,607+2.1% |
| Admin fee / account holder | $4,927 | $5,517-10.7% | $9,702-49.2% | $5,124-3.8% |