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 | $32,396 | $83,477-61.2% | $125,175-74.1% | $72,985-55.6% |
| Participation rate | 85.7% | 73.3%+12.4pp | 79.8%+5.9pp | 69.5%+16.2pp |
| Annual return | 24.71% | 25.78%-1.1pp | 43.79%-19.1pp | 81.00%-56.3pp |
| Employer contribution / active EE | $2,672 | $2,345+14.0% | $3,865-30.9% | $2,440+9.5% |
| Participant deferral / active EE | $5,815 | $3,585+62.2% | $4,937+17.8% | $3,607+61.2% |
| Admin fee / account holder | $1,699 | $5,517-69.2% | $9,702-82.5% | $5,124-66.9% |