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 | $61,841 | $80,673-23.3% | $101,326-39.0% | $84,808-27.1% |
| Participation rate | 79.2% | 77.8%+1.5pp | 81.5%-2.3pp | 68.3%+10.9pp |
| Annual return | 16.52% | 38.95%-22.4pp | 36.82%-20.3pp | 40.90%-24.4pp |
| Employer contribution / active EE | $3,095 | $2,698+14.7% | $3,665-15.6% | $2,631+17.6% |
| Participant deferral / active EE | $5,129 | $6,840-25.0% | $7,994-35.8% | $4,212+21.8% |
| Admin fee / account holder | $8,760 | $12,784-31.5% | $11,185-21.7% | $7,344+19.3% |