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 | $60,202 | $106,749-43.6% | $145,433-58.6% | $82,448-27.0% |
| Participation rate | 75.6% | 75.6%0pp | 82.1%-6.5pp | 68.1%+7.5pp |
| Annual return | 16.87% | 27.59%-10.7pp | 66.58%-49.7pp | 41.64%-24.8pp |
| Employer contribution / active EE | $2,771 | $3,444-19.6% | $4,554-39.2% | $2,551+8.6% |
| Participant deferral / active EE | $7,263 | $6,519+11.4% | $7,897-8.0% | $4,139+75.5% |
| Admin fee / account holder | $6,360 | $8,390-24.2% | $13,129-51.6% | $7,234-12.1% |