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 | $60,637 | $77,813-22.1% | $123,544-50.9% | $64,186-5.5% |
| Participation rate | 74.5% | 74.7%-0.2pp | 82.3%-7.8pp | 69.6%+4.9pp |
| Annual return | 9.30% | 12.48%-3.2pp | 119.20%-109.9pp | 7.63%+1.7pp |
| Employer contribution / active EE | $863 | $3,014-71.4% | $4,628-81.4% | $2,381-63.8% |
| Participant deferral / active EE | $4,315 | $5,240-17.7% | $6,426-32.8% | $3,470+24.4% |
| Admin fee / account holder | $2,700 | $5,519-51.1% | $9,284-70.9% | $4,888-44.8% |