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 | $43,355 | $66,402-34.7% | $109,895-60.5% | $85,850-49.5% |
| Participation rate | 80.0% | 63.9%+16.1pp | 74.2%+5.8pp | 69.3%+10.7pp |
| Annual return | 14.42% | 19.59%-5.2pp | 29.45%-15.0pp | 318.53%-304.1pp |
| Employer contribution / active EE | $1,760 | $1,687+4.3% | $2,842-38.1% | $2,565-31.4% |
| Participant deferral / active EE | $3,836 | $2,842+34.9% | $4,048-5.2% | $3,952-2.9% |
| Admin fee / account holder | $6,306 | $4,557+38.4% | $6,066+4.0% | $6,260+0.7% |