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 | $58,180 | $72,012-19.2% | $185,823-68.7% | $79,858-27.1% |
| Participation rate | 81.6% | 65.8%+15.9pp | 78.0%+3.6pp | 69.6%+12.0pp |
| Annual return | 12.86% | 23.12%-10.3pp | 35.95%-23.1pp | 31.71%-18.9pp |
| Employer contribution / active EE | $1,138 | $1,965-42.1% | $4,087-72.1% | $2,471-53.9% |
| Participant deferral / active EE | $4,379 | $3,779+15.9% | $5,632-22.2% | $3,740+17.1% |
| Admin fee / account holder | $6,291 | $4,513+39.4% | $9,500-33.8% | $5,306+18.6% |