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 | $41,233 | $101,724-59.5% | $164,813-75.0% | $80,856-49.0% |
| Participation rate | 82.1% | 71.8%+10.2pp | 78.6%+3.4pp | 67.6%+14.4pp |
| Annual return | 12.66% | 16.72%-4.1pp | 69.93%-57.3pp | 35.59%-22.9pp |
| Employer contribution / active EE | $2,552 | $2,953-13.6% | $4,341-41.2% | $2,755-7.4% |
| Participant deferral / active EE | $5,381 | $4,477+20.2% | $6,031-10.8% | $4,296+25.3% |
| Admin fee / account holder | $4,906 | $8,227-40.4% | $12,690-61.3% | $6,918-29.1% |