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 | $61,524 | $93,571-34.2% | $135,903-54.7% | $75,163-18.1% |
| Participation rate | 89.3% | 75.2%+14.1pp | 81.9%+7.4pp | 67.2%+22.1pp |
| Annual return | 15.87% | 30.90%-15.0pp | 68.23%-52.4pp | 160.62%-144.8pp |
| Employer contribution / active EE | $1,518 | $3,537-57.1% | $4,856-68.7% | $2,670-43.1% |
| Participant deferral / active EE | $4,418 | $6,404-31.0% | $7,758-43.1% | $4,125+7.1% |
| Admin fee / account holder | $3,875 | $6,975-44.4% | $10,762-64.0% | $5,651-31.4% |