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 | $75,562 | $146,267-48.3% | $197,124-61.7% | $82,448-8.4% |
| Participation rate | 82.8% | 84.0%-1.3pp | 86.7%-4.0pp | 68.1%+14.7pp |
| Annual return | 14.96% | 29.61%-14.6pp | 44.34%-29.4pp | 41.64%-26.7pp |
| Employer contribution / active EE | $3,680 | $4,723-22.1% | $6,227-40.9% | $2,551+44.3% |
| Participant deferral / active EE | $5,347 | $7,035-24.0% | $9,135-41.5% | $4,139+29.2% |
| Admin fee / account holder | $12,257 | $14,422-15.0% | $16,298-24.8% | $7,234+69.4% |