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 | $47,651 | $60,349-21.0% | $74,183-35.8% | $62,891-24.2% |
| Participation rate | 72.6% | 72.7%-0.1pp | 76.6%-4.0pp | 69.3%+3.3pp |
| Annual return | 9.56% | 21.37%-11.8pp | 17.74%-8.2pp | 20.14%-10.6pp |
| Employer contribution / active EE | $1,175 | $1,680-30.1% | $2,370-50.4% | $2,281-48.5% |
| Participant deferral / active EE | $1,828 | $2,856-36.0% | $3,550-48.5% | $3,203-42.9% |
| Admin fee / account holder | $2,473 | $4,261-42.0% | $5,586-55.7% | $4,296-42.4% |