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 | $46,432 | $58,828-21.1% | $77,999-40.5% | $62,891-26.2% |
| Participation rate | 86.2% | 71.1%+15.1pp | 75.5%+10.7pp | 69.3%+16.9pp |
| Annual return | 8.47% | 17.16%-8.7pp | 425.96%-417.5pp | 20.14%-11.7pp |
| Employer contribution / active EE | $1,501 | $1,672-10.2% | $2,470-39.2% | $2,281-34.2% |
| Participant deferral / active EE | $4,167 | $2,686+55.2% | $3,497+19.2% | $3,203+30.1% |
| Admin fee / account holder | $1,164 | $4,393-73.5% | $5,480-78.8% | $4,296-72.9% |