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 | $55,835 | $110,257-49.4% | $96,544-42.2% | $139,434-60.0% |
| Participation rate | 75.0% | 78.1%-3.1pp | 76.0%-1.0pp | 80.3%-5.3pp |
| Annual return | 24.12% | 26.32%-2.2pp | 25.84%-1.7pp | 372.94%-348.8pp |
| Employer contribution / active EE | $3,143 | $3,620-13.2% | $2,965+6.0% | $4,751-33.8% |
| Participant deferral / active EE | $9,816 | $5,548+76.9% | $4,851+102.3% | $6,710+46.3% |
| Admin fee / account holder | $17,491 | $11,591+50.9% | $8,252+112.0% | $11,403+53.4% |