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 | $27,130 | $58,512-53.6% | $84,015-67.7% | $72,985-62.8% |
| Participation rate | 73.1% | 61.2%+11.8pp | 69.0%+4.1pp | 69.5%+3.6pp |
| Annual return | 17.94% | 28.93%-11.0pp | 71.31%-53.4pp | 81.00%-63.1pp |
| Employer contribution / active EE | $1,836 | $1,163+57.9% | $1,983-7.4% | $2,440-24.7% |
| Participant deferral / active EE | $4,503 | $2,394+88.1% | $3,239+39.0% | $3,607+24.8% |
| Admin fee / account holder | $7,217 | $4,569+58.0% | $6,101+18.3% | $5,124+40.8% |