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 | $47,416 | $103,966-54.4% | $112,887-58.0% | $75,163-36.9% |
| Participation rate | 78.4% | 75.7%+2.7pp | 80.5%-2.1pp | 67.2%+11.2pp |
| Annual return | 17.54% | 24.54%-7.0pp | 34.10%-16.6pp | 160.62%-143.1pp |
| Employer contribution / active EE | $2,774 | $3,870-28.3% | $4,563-39.2% | $2,670+3.9% |
| Participant deferral / active EE | $5,378 | $5,456-1.4% | $6,513-17.4% | $4,125+30.4% |
| Admin fee / account holder | $1,555 | $7,663-79.7% | $7,047-77.9% | $5,651-72.5% |