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 | $56,798 | $76,552-25.8% | $123,892-54.2% | $62,891-9.7% |
| Participation rate | 77.8% | 73.0%+4.8pp | 81.4%-3.6pp | 69.3%+8.5pp |
| Annual return | 23.27% | 18.68%+4.6pp | 47.52%-24.2pp | 20.14%+3.1pp |
| Employer contribution / active EE | $2,208 | $2,883-23.4% | $4,617-52.2% | $2,281-3.2% |
| Participant deferral / active EE | $4,950 | $4,840+2.3% | $5,984-17.3% | $3,203+54.6% |
| Admin fee / account holder | $460 | $4,826-90.5% | $8,357-94.5% | $4,296-89.3% |