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 | $72,496 | $80,717-10.2% | $154,803-53.2% | $84,808-14.5% |
| Participation rate | 73.0% | 66.8%+6.2pp | 78.1%-5.1pp | 68.3%+4.7pp |
| Annual return | 14.81% | 37.96%-23.1pp | 58.88%-44.1pp | 40.90%-26.1pp |
| Employer contribution / active EE | $1,176 | $2,761-57.4% | $4,305-72.7% | $2,631-55.3% |
| Participant deferral / active EE | $5,412 | $3,303+63.9% | $5,540-2.3% | $4,212+28.5% |
| Admin fee / account holder | $1,371 | $6,746-79.7% | $14,329-90.4% | $7,344-81.3% |