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 | $55,172 | $76,552-27.9% | $123,892-55.5% | $62,891-12.3% |
| Participation rate | 94.8% | 73.0%+21.8pp | 81.4%+13.4pp | 69.3%+25.5pp |
| Annual return | 16.49% | 18.68%-2.2pp | 47.52%-31.0pp | 20.14%-3.6pp |
| Employer contribution / active EE | $2,105 | $2,883-27.0% | $4,617-54.4% | $2,281-7.7% |
| Participant deferral / active EE | $5,776 | $4,840+19.3% | $5,984-3.5% | $3,203+80.3% |
| Admin fee / account holder | $2,020 | $4,826-58.1% | $8,357-75.8% | $4,296-53.0% |