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 | $53,071 | $48,076+10.4% | $78,689-32.6% | $62,891-15.6% |
| Participation rate | 81.5% | 65.2%+16.3pp | 73.6%+7.9pp | 69.3%+12.2pp |
| Annual return | 13.05% | 31.35%-18.3pp | 62.18%-49.1pp | 20.14%-7.1pp |
| Employer contribution / active EE | $537 | $2,015-73.4% | $2,851-81.2% | $2,281-76.5% |
| Participant deferral / active EE | $3,251 | $2,588+25.6% | $3,517-7.6% | $3,203+1.5% |
| Admin fee / account holder | $3,367 | $3,207+5.0% | $4,510-25.3% | $4,296-21.6% |