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 | $66,502 | $51,576+28.9% | $129,207-48.5% | $80,856-17.8% |
| Participation rate | 75.9% | 57.0%+18.9pp | 69.6%+6.3pp | 67.6%+8.3pp |
| Annual return | 21.61% | 20.81%+0.8pp | 9417.33%-9395.7pp | 35.59%-14.0pp |
| Employer contribution / active EE | $1,417 | $1,584-10.5% | $4,153-65.9% | $2,755-48.6% |
| Participant deferral / active EE | $3,463 | $2,669+29.8% | $4,168-16.9% | $4,296-19.4% |
| Admin fee / account holder | $1,079 | $4,305-74.9% | $7,715-86.0% | $6,918-84.4% |