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 | $57,242 | $74,927-23.6% | $101,794-43.8% | $84,808-32.5% |
| Participation rate | 78.6% | 61.4%+17.2pp | 69.2%+9.4pp | 68.3%+10.3pp |
| Annual return | 17.52% | 18.70%-1.2pp | 30.53%-13.0pp | 40.90%-23.4pp |
| Employer contribution / active EE | $3,554 | $1,522+133.5% | $2,289+55.3% | $2,631+35.1% |
| Participant deferral / active EE | $3,169 | $3,099+2.3% | $4,084-22.4% | $4,212-24.7% |
| Admin fee / account holder | $1,247 | $6,514-80.9% | $8,777-85.8% | $7,344-83.0% |