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 | $77,054 | $148,978-48.3% | $200,582-61.6% | $84,808-9.1% |
| Participation rate | 85.4% | 84.2%+1.2pp | 86.9%-1.5pp | 68.3%+17.1pp |
| Annual return | 16.34% | 28.16%-11.8pp | 42.33%-26.0pp | 40.90%-24.6pp |
| Employer contribution / active EE | $2,702 | $4,815-43.9% | $6,419-57.9% | $2,631+2.7% |
| Participant deferral / active EE | $3,268 | $7,142-54.2% | $9,331-65.0% | $4,212-22.4% |
| Admin fee / account holder | $2,099 | $13,977-85.0% | $16,305-87.1% | $7,344-71.4% |