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 | $60,763 | $123,793-50.9% | $177,821-65.8% | $79,858-23.9% |
| Participation rate | 90.7% | 84.7%+6.0pp | 87.7%+3.0pp | 69.6%+21.1pp |
| Annual return | 16.40% | 22.82%-6.4pp | 48.32%-31.9pp | 31.71%-15.3pp |
| Employer contribution / active EE | $2,547 | $4,095-37.8% | $5,918-57.0% | $2,471+3.1% |
| Participant deferral / active EE | $3,861 | $5,956-35.2% | $7,714-49.9% | $3,740+3.2% |
| Admin fee / account holder | $8,029 | $7,243+10.9% | $12,427-35.4% | $5,306+51.3% |