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 | $58,563 | $76,552-23.5% | $123,892-52.7% | $62,891-6.9% |
| Participation rate | 75.5% | 73.0%+2.5pp | 81.4%-5.9pp | 69.3%+6.2pp |
| Annual return | 19.47% | 18.68%+0.8pp | 47.52%-28.0pp | 20.14%-0.7pp |
| Employer contribution / active EE | $1,744 | $2,883-39.5% | $4,617-62.2% | $2,281-23.5% |
| Participant deferral / active EE | $9,294 | $4,840+92.0% | $5,984+55.3% | $3,203+190.2% |
| Admin fee / account holder | $8,086 | $4,826+67.6% | $8,357-3.2% | $4,296+88.2% |