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 | $58,639 | $101,724-42.4% | $164,813-64.4% | $80,856-27.5% |
| Participation rate | 88.6% | 71.8%+16.8pp | 78.6%+10.0pp | 67.6%+21.0pp |
| Annual return | 11.41% | 16.72%-5.3pp | 69.93%-58.5pp | 35.59%-24.2pp |
| Employer contribution / active EE | $2,957 | $2,953+0.1% | $4,341-31.9% | $2,755+7.3% |
| Participant deferral / active EE | $5,392 | $4,477+20.4% | $6,031-10.6% | $4,296+25.5% |
| Admin fee / account holder | $5,668 | $8,227-31.1% | $12,690-55.3% | $6,918-18.1% |