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 | $61,914 | $76,407-19.0% | $150,298-58.8% | $82,448-24.9% |
| Participation rate | 75.0% | 66.4%+8.6pp | 77.8%-2.8pp | 68.1%+6.9pp |
| Annual return | 21.37% | 39.99%-18.6pp | 62.79%-41.4pp | 41.64%-20.3pp |
| Employer contribution / active EE | $1,528 | $2,614-41.5% | $4,154-63.2% | $2,551-40.1% |
| Participant deferral / active EE | $17,544 | $3,214+445.8% | $5,453+221.7% | $4,139+323.8% |
| Admin fee / account holder | $2,813 | $6,352-55.7% | $14,116-80.1% | $7,234-61.1% |