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 | $51,687 | $72,277-28.5% | $101,248-49.0% | $79,858-35.3% |
| Participation rate | 75.3% | 68.5%+6.9pp | 75.8%-0.5pp | 69.6%+5.7pp |
| Annual return | 20.56% | 22.30%-1.7pp | 46.47%-25.9pp | 31.71%-11.2pp |
| Employer contribution / active EE | $2,243 | $2,692-16.7% | $3,660-38.7% | $2,471-9.2% |
| Participant deferral / active EE | $3,573 | $3,282+8.9% | $4,370-18.2% | $3,740-4.5% |
| Admin fee / account holder | $1,305 | $4,400-70.4% | $5,945-78.1% | $5,306-75.4% |