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 | $71,470 | $148,978-52.0% | $200,582-64.4% | $84,808-15.7% |
| Participation rate | 87.8% | 84.2%+3.6pp | 86.9%+0.9pp | 68.3%+19.5pp |
| Annual return | 32.64% | 28.16%+4.5pp | 42.33%-9.7pp | 40.90%-8.3pp |
| Employer contribution / active EE | $2,773 | $4,815-42.4% | $6,419-56.8% | $2,631+5.4% |
| Participant deferral / active EE | $6,245 | $7,142-12.6% | $9,331-33.1% | $4,212+48.3% |
| Admin fee / account holder | $656 | $13,977-95.3% | $16,305-96.0% | $7,344-91.1% |