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 | $64,441 | $93,571-31.1% | $135,903-52.6% | $75,163-14.3% |
| Participation rate | 78.4% | 75.2%+3.2pp | 81.9%-3.5pp | 67.2%+11.2pp |
| Annual return | 18.47% | 30.90%-12.4pp | 68.23%-49.8pp | 160.62%-142.2pp |
| Employer contribution / active EE | $2,923 | $3,537-17.4% | $4,856-39.8% | $2,670+9.5% |
| Participant deferral / active EE | $6,016 | $6,404-6.1% | $7,758-22.4% | $4,125+45.8% |
| Admin fee / account holder | $8,030 | $6,975+15.1% | $10,762-25.4% | $5,651+42.1% |