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 | $67,508 | $109,359-38.3% | $162,163-58.4% | $72,985-7.5% |
| Participation rate | 87.5% | 84.3%+3.2pp | 87.6%-0.1pp | 69.5%+18.0pp |
| Annual return | 22.78% | 25.46%-2.7pp | 115.59%-92.8pp | 81.00%-58.2pp |
| Employer contribution / active EE | $2,949 | $3,907-24.5% | $5,614-47.5% | $2,440+20.9% |
| Participant deferral / active EE | $5,458 | $5,481-0.4% | $7,298-25.2% | $3,607+51.3% |
| Admin fee / account holder | $845 | $7,972-89.4% | $10,843-92.2% | $5,124-83.5% |