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 | $51,122 | $81,460-37.2% | $103,333-50.5% | $80,856-36.8% |
| Participation rate | 79.4% | 66.8%+12.6pp | 74.5%+4.9pp | 67.6%+11.8pp |
| Annual return | 10.97% | 25.55%-14.6pp | 24.88%-13.9pp | 35.59%-24.6pp |
| Employer contribution / active EE | $2,195 | $3,105-29.3% | $3,868-43.3% | $2,755-20.3% |
| Participant deferral / active EE | $2,088 | $3,869-46.0% | $5,057-58.7% | $4,296-51.4% |
| Admin fee / account holder | $1,239 | $6,566-81.1% | $8,355-85.2% | $6,918-82.1% |