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 | $95,266-49.9% | $82,389-42.1% | $142,382-66.5% |
| Participation rate | 76.5% | 74.5%+2.0pp | 69.5%+6.9pp | 80.1%-3.6pp |
| Annual return | 21.21% | 25.74%-4.5pp | 28.67%-7.5pp | 217.08%-195.9pp |
| Employer contribution / active EE | $2,128 | $2,991-28.9% | $2,517-15.5% | $4,299-50.5% |
| Participant deferral / active EE | $4,162 | $4,809-13.4% | $4,155+0.2% | $6,507-36.0% |
| Admin fee / account holder | $3,799 | $8,563-55.6% | $7,231-47.5% | $12,624-69.9% |