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 | $69,710 | $109,413-36.3% | $156,263-55.4% | $84,808-17.8% |
| Participation rate | 75.5% | 72.7%+2.8pp | 78.9%-3.4pp | 68.3%+7.2pp |
| Annual return | 13.30% | 20.18%-6.9pp | 59.47%-46.2pp | 40.90%-27.6pp |
| Employer contribution / active EE | $1,773 | $2,907-39.0% | $4,333-59.1% | $2,631-32.6% |
| Participant deferral / active EE | $6,366 | $4,590+38.7% | $6,158+3.4% | $4,212+51.2% |
| Admin fee / account holder | $12,614 | $9,357+34.8% | $14,255-11.5% | $7,344+71.8% |