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 4-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 | $54,598 | $80,673-32.3% | $101,326-46.1% | $84,808-35.6% |
| Participation rate | 80.9% | 77.8%+3.1pp | 81.5%-0.6pp | 68.3%+12.5pp |
| Annual return | 18.35% | 38.95%-20.6pp | 36.82%-18.5pp | 40.90%-22.5pp |
| Employer contribution / active EE | $3,118 | $2,698+15.6% | $3,665-14.9% | $2,631+18.5% |
| Participant deferral / active EE | $7,363 | $6,840+7.6% | $7,994-7.9% | $4,212+74.8% |
| Admin fee / account holder | $5,002 | $12,784-60.9% | $11,185-55.3% | $7,344-31.9% |