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 3-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 | $51,447 | $109,881-53.2% | $150,045-65.7% | $84,808-39.3% |
| Participation rate | 72.0% | 76.1%-4.1pp | 82.3%-10.3pp | 68.3%+3.7pp |
| Annual return | 23.33% | 28.25%-4.9pp | 62.55%-39.2pp | 40.90%-17.6pp |
| Employer contribution / active EE | $1,059 | $3,561-70.3% | $4,693-77.4% | $2,631-59.8% |
| Participant deferral / active EE | $4,212 | $6,636-36.5% | $7,997-47.3% | $4,2120% |
| Admin fee / account holder | $1,702 | $8,568-80.1% | $13,435-87.3% | $7,344-76.8% |