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 | $76,489 | $58,512+30.7% | $84,015-9.0% | $72,985+4.8% |
| Participation rate | 100.0% | 61.2%+38.8pp | 69.0%+31.0pp | 69.5%+30.5pp |
| Annual return | 19.40% | 28.93%-9.5pp | 71.31%-51.9pp | 81.00%-61.6pp |
| Employer contribution / active EE | $1,295 | $1,163+11.4% | $1,983-34.7% | $2,440-46.9% |
| Participant deferral / active EE | $6,449 | $2,394+169.4% | $3,239+99.1% | $3,607+78.8% |
| Admin fee / account holder | $7,423 | $4,569+62.5% | $6,101+21.7% | $5,124+44.9% |