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 | $54,773 | $63,764-14.1% | $81,930-33.1% | $79,858-31.4% |
| Participation rate | 72.1% | 67.5%+4.6pp | 72.0%+0.1pp | 69.6%+2.5pp |
| Annual return | 20.87% | 22.66%-1.8pp | 29.49%-8.6pp | 31.71%-10.8pp |
| Employer contribution / active EE | $2,532 | $1,795+41.0% | $4,310-41.2% | $2,471+2.5% |
| Participant deferral / active EE | $5,578 | $2,780+100.6% | $7,107-21.5% | $3,740+49.1% |
| Admin fee / account holder | $1,601 | $4,426-63.8% | $5,158-69.0% | $5,306-69.8% |