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 | $51,077 | $93,571-45.4% | $135,903-62.4% | $75,163-32.0% |
| Participation rate | 72.0% | 75.2%-3.2pp | 81.9%-9.9pp | 67.2%+4.8pp |
| Annual return | 15.36% | 30.90%-15.5pp | 68.23%-52.9pp | 160.62%-145.3pp |
| Employer contribution / active EE | $1,701 | $3,537-51.9% | $4,856-65.0% | $2,670-36.3% |
| Participant deferral / active EE | $5,619 | $6,404-12.3% | $7,758-27.6% | $4,125+36.2% |
| Admin fee / account holder | $1,609 | $6,975-76.9% | $10,762-85.0% | $5,651-71.5% |