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 | $47,687 | $87,166-45.3% | $76,735-37.9% | $137,256-65.3% |
| Participation rate | 76.5% | 74.4%+2.1pp | 69.5%+7.0pp | 80.0%-3.5pp |
| Annual return | 21.21% | 26.50%-5.3pp | 29.77%-8.6pp | 220.34%-199.1pp |
| Employer contribution / active EE | $2,128 | $2,904-26.7% | $2,454-13.3% | $4,156-48.8% |
| Participant deferral / active EE | $4,162 | $4,726-11.9% | $4,088+1.8% | $6,407-35.0% |
| Admin fee / account holder | $3,799 | $8,403-54.8% | $7,189-47.2% | $12,270-69.0% |