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 | $57,252 | $45,073+27.0% | $69,455-17.6% | $72,985-21.6% |
| Participation rate | 95.5% | 68.5%+27.0pp | 74.6%+20.8pp | 69.5%+26.0pp |
| Annual return | 27.13% | 22.65%+4.5pp | 28.97%-1.8pp | 81.00%-53.9pp |
| Employer contribution / active EE | $1,680 | $2,054-18.2% | $2,779-39.6% | $2,440-31.2% |
| Participant deferral / active EE | $4,275 | $2,602+64.3% | $3,535+20.9% | $3,607+18.5% |
| Admin fee / account holder | $2,513 | $3,056-17.8% | $3,839-34.5% | $5,124-51.0% |