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 | $86,939 | $109,413-20.5% | $156,263-44.4% | $84,808+2.5% |
| Participation rate | 78.0% | 72.7%+5.3pp | 78.9%-0.9pp | 68.3%+9.7pp |
| Annual return | 18.18% | 20.18%-2.0pp | 59.47%-41.3pp | 40.90%-22.7pp |
| Employer contribution / active EE | $2,443 | $2,907-16.0% | $4,333-43.6% | $2,631-7.1% |
| Participant deferral / active EE | $5,358 | $4,590+16.7% | $6,158-13.0% | $4,212+27.2% |
| Admin fee / account holder | $6,045 | $9,357-35.4% | $14,255-57.6% | $7,344-17.7% |