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 5-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 | $65,037 | $81,460-20.2% | $103,333-37.1% | $80,856-19.6% |
| Participation rate | 70.0% | 66.8%+3.2pp | 74.5%-4.5pp | 67.6%+2.4pp |
| Annual return | 11.31% | 25.55%-14.2pp | 24.88%-13.6pp | 35.59%-24.3pp |
| Employer contribution / active EE | $2,516 | $3,105-19.0% | $3,868-35.0% | $2,755-8.7% |
| Participant deferral / active EE | $4,332 | $3,869+12.0% | $5,057-14.3% | $4,296+0.8% |
| Admin fee / account holder | $1,077 | $6,566-83.6% | $8,355-87.1% | $6,918-84.4% |