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 | $55,151 | $81,460-32.3% | $103,333-46.6% | $80,856-31.8% |
| Participation rate | 78.8% | 66.8%+11.9pp | 74.5%+4.3pp | 67.6%+11.1pp |
| Annual return | 11.41% | 25.55%-14.1pp | 24.88%-13.5pp | 35.59%-24.2pp |
| Employer contribution / active EE | $1,785 | $3,105-42.5% | $3,868-53.8% | $2,755-35.2% |
| Participant deferral / active EE | $6,696 | $3,869+73.1% | $5,057+32.4% | $4,296+55.9% |
| Admin fee / account holder | $826 | $6,566-87.4% | $8,355-90.1% | $6,918-88.1% |