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 | $57,594 | $109,881-47.6% | $150,045-61.6% | $84,808-32.1% |
| Participation rate | 78.8% | 76.1%+2.8pp | 82.3%-3.5pp | 68.3%+10.5pp |
| Annual return | 17.76% | 28.25%-10.5pp | 62.55%-44.8pp | 40.90%-23.1pp |
| Employer contribution / active EE | $1,401 | $3,561-60.7% | $4,693-70.2% | $2,631-46.8% |
| Participant deferral / active EE | $5,013 | $6,636-24.5% | $7,997-37.3% | $4,212+19.0% |
| Admin fee / account holder | $3,762 | $8,568-56.1% | $13,435-72.0% | $7,344-48.8% |