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 | $47,940 | $72,012-33.4% | $185,823-74.2% | $79,858-40.0% |
| Participation rate | 75.8% | 65.8%+10.0pp | 78.0%-2.3pp | 69.6%+6.1pp |
| Annual return | 16.40% | 23.12%-6.7pp | 35.95%-19.6pp | 31.71%-15.3pp |
| Employer contribution / active EE | $3,136 | $1,965+59.6% | $4,087-23.3% | $2,471+26.9% |
| Participant deferral / active EE | $5,898 | $3,779+56.1% | $5,632+4.7% | $3,740+57.7% |
| Admin fee / account holder | $358 | $4,513-92.1% | $9,500-96.2% | $5,306-93.3% |