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 | $52,202 | $49,227+6.0% | $70,449-25.9% | $79,858-34.6% |
| Participation rate | 76.0% | 69.2%+6.8pp | 75.1%+0.9pp | 69.6%+6.4pp |
| Annual return | 16.50% | 30.06%-13.6pp | 109.03%-92.5pp | 31.71%-15.2pp |
| Employer contribution / active EE | $1,466 | $2,099-30.2% | $2,737-46.4% | $2,471-40.7% |
| Participant deferral / active EE | $4,807 | $2,768+73.7% | $3,709+29.6% | $3,740+28.5% |
| Admin fee / account holder | $3,370 | $2,878+17.1% | $3,845-12.4% | $5,306-36.5% |