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 | $52,457 | $76,552-31.5% | $123,892-57.7% | $62,891-16.6% |
| Participation rate | 74.4% | 73.0%+1.4pp | 81.4%-7.1pp | 69.3%+5.1pp |
| Annual return | 9.46% | 18.68%-9.2pp | 47.52%-38.1pp | 20.14%-10.7pp |
| Employer contribution / active EE | $1,215 | $2,883-57.9% | $4,617-73.7% | $2,281-46.7% |
| Participant deferral / active EE | $6,361 | $4,840+31.4% | $5,984+6.3% | $3,203+98.6% |
| Admin fee / account holder | $774 | $4,826-84.0% | $8,357-90.7% | $4,296-82.0% |