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 | $57,707 | $93,571-38.3% | $135,903-57.5% | $75,163-23.2% |
| Participation rate | 77.1% | 75.2%+2.0pp | 81.9%-4.8pp | 67.2%+10.0pp |
| Annual return | 25.50% | 30.90%-5.4pp | 68.23%-42.7pp | 160.62%-135.1pp |
| Employer contribution / active EE | $2,521 | $3,537-28.7% | $4,856-48.1% | $2,670-5.6% |
| Participant deferral / active EE | $10,406 | $6,404+62.5% | $7,758+34.1% | $4,125+152.3% |
| Admin fee / account holder | $4,695 | $6,975-32.7% | $10,762-56.4% | $5,651-16.9% |