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 | $56,568 | $83,477-32.2% | $125,175-54.8% | $72,985-22.5% |
| Participation rate | 72.7% | 73.3%-0.6pp | 79.8%-7.1pp | 69.5%+3.2pp |
| Annual return | 22.67% | 25.78%-3.1pp | 43.79%-21.1pp | 81.00%-58.3pp |
| Employer contribution / active EE | $1,952 | $2,345-16.8% | $3,865-49.5% | $2,440-20.0% |
| Participant deferral / active EE | $4,704 | $3,585+31.2% | $4,937-4.7% | $3,607+30.4% |
| Admin fee / account holder | $3,187 | $5,517-42.2% | $9,702-67.2% | $5,124-37.8% |