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 | $63,831 | $117,983-45.9% | $101,794-37.3% | $142,382-55.2% |
| Participation rate | 92.3% | 74.2%+18.1pp | 69.2%+23.1pp | 80.1%+12.2pp |
| Annual return | 18.54% | 36.92%-18.4pp | 30.53%-12.0pp | 217.08%-198.5pp |
| Employer contribution / active EE | $1,724 | $2,773-37.8% | $2,289-24.7% | $4,299-59.9% |
| Participant deferral / active EE | $6,665 | $4,714+41.4% | $4,084+63.2% | $6,507+2.4% |
| Admin fee / account holder | $4,759 | $10,433-54.4% | $8,777-45.8% | $12,624-62.3% |