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 | $52,183 | $83,477-37.5% | $125,175-58.3% | $72,985-28.5% |
| Participation rate | 82.0% | 73.3%+8.7pp | 79.8%+2.2pp | 69.5%+12.5pp |
| Annual return | 19.35% | 25.78%-6.4pp | 43.79%-24.4pp | 81.00%-61.7pp |
| Employer contribution / active EE | $717 | $2,345-69.4% | $3,865-81.5% | $2,440-70.6% |
| Participant deferral / active EE | $5,355 | $3,585+49.4% | $4,937+8.5% | $3,607+48.4% |
| Admin fee / account holder | $2,420 | $5,517-56.1% | $9,702-75.1% | $5,124-52.8% |