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 | $57,774 | $76,552-24.5% | $123,892-53.4% | $62,891-8.1% |
| Participation rate | 79.2% | 73.0%+6.2pp | 81.4%-2.2pp | 69.3%+9.9pp |
| Annual return | 7.77% | 18.68%-10.9pp | 47.52%-39.8pp | 20.14%-12.4pp |
| Employer contribution / active EE | $2,369 | $2,883-17.8% | $4,617-48.7% | $2,281+3.8% |
| Participant deferral / active EE | $5,273 | $4,840+8.9% | $5,984-11.9% | $3,203+64.6% |
| Admin fee / account holder | $4,788 | $4,826-0.8% | $8,357-42.7% | $4,296+11.5% |