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 | $46,856 | $80,717-42.0% | $154,803-69.7% | $84,808-44.8% |
| Participation rate | 80.5% | 66.8%+13.7pp | 78.1%+2.4pp | 68.3%+12.2pp |
| Annual return | 14.92% | 37.96%-23.0pp | 58.88%-44.0pp | 40.90%-26.0pp |
| Employer contribution / active EE | $3,570 | $2,761+29.3% | $4,305-17.1% | $2,631+35.7% |
| Participant deferral / active EE | $3,275 | $3,303-0.9% | $5,540-40.9% | $4,212-22.2% |
| Admin fee / account holder | $2,384 | $6,746-64.7% | $14,329-83.4% | $7,344-67.5% |