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 | $59,667 | $81,248-26.6% | $155,509-61.6% | $80,856-26.2% |
| Participation rate | 75.0% | 66.2%+8.8pp | 78.2%-3.2pp | 67.6%+7.4pp |
| Annual return | 15.01% | 33.31%-18.3pp | 64.67%-49.7pp | 35.59%-20.6pp |
| Employer contribution / active EE | $3,330 | $3,100+7.4% | $4,672-28.7% | $2,755+20.9% |
| Participant deferral / active EE | $905 | $3,452-73.8% | $5,626-83.9% | $4,296-78.9% |
| Admin fee / account holder | $699 | $7,997-91.3% | $15,912-95.6% | $6,918-89.9% |