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 | $54,941 | $81,460-32.6% | $103,333-46.8% | $80,856-32.1% |
| Participation rate | 75.7% | 66.8%+8.8pp | 74.5%+1.2pp | 67.6%+8.0pp |
| Annual return | 27.30% | 25.55%+1.8pp | 24.88%+2.4pp | 35.59%-8.3pp |
| Employer contribution / active EE | $5,514 | $3,105+77.6% | $3,868+42.6% | $2,755+100.1% |
| Participant deferral / active EE | $3,665 | $3,869-5.3% | $5,057-27.5% | $4,296-14.7% |
| Admin fee / account holder | $2,900 | $6,566-55.8% | $8,355-65.3% | $6,918-58.1% |