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 | $53,419 | $48,076+11.1% | $78,689-32.1% | $62,891-15.1% |
| Participation rate | 88.6% | 65.2%+23.4pp | 73.6%+15.0pp | 69.3%+19.3pp |
| Annual return | 11.94% | 31.35%-19.4pp | 62.18%-50.2pp | 20.14%-8.2pp |
| Employer contribution / active EE | $967 | $2,015-52.0% | $2,851-66.1% | $2,281-57.6% |
| Participant deferral / active EE | $3,403 | $2,588+31.5% | $3,517-3.2% | $3,203+6.2% |
| Admin fee / account holder | $490 | $3,207-84.7% | $4,510-89.1% | $4,296-88.6% |