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 | $58,684 | $109,881-46.6% | $150,045-60.9% | $84,808-30.8% |
| Participation rate | 78.0% | 76.1%+1.9pp | 82.3%-4.3pp | 68.3%+9.7pp |
| Annual return | 14.63% | 28.25%-13.6pp | 62.55%-47.9pp | 40.90%-26.3pp |
| Employer contribution / active EE | $2,905 | $3,561-18.4% | $4,693-38.1% | $2,631+10.4% |
| Participant deferral / active EE | $7,376 | $6,636+11.1% | $7,997-7.8% | $4,212+75.1% |
| Admin fee / account holder | $9,533 | $8,568+11.3% | $13,435-29.0% | $7,344+29.8% |