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 | $94,006 | $109,413-14.1% | $156,263-39.8% | $84,808+10.8% |
| Participation rate | 82.1% | 72.7%+9.5pp | 78.9%+3.2pp | 68.3%+13.8pp |
| Annual return | 16.62% | 20.18%-3.6pp | 59.47%-42.9pp | 40.90%-24.3pp |
| Employer contribution / active EE | $1,105 | $2,907-62.0% | $4,333-74.5% | $2,631-58.0% |
| Participant deferral / active EE | $2,790 | $4,590-39.2% | $6,158-54.7% | $4,212-33.8% |
| Admin fee / account holder | $5,110 | $9,357-45.4% | $14,255-64.2% | $7,344-30.4% |