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 | $45,403 | $58,512-22.4% | $84,015-46.0% | $72,985-37.8% |
| Participation rate | 75.4% | 61.2%+14.2pp | 69.0%+6.4pp | 69.5%+5.9pp |
| Annual return | 19.55% | 28.93%-9.4pp | 71.31%-51.8pp | 81.00%-61.5pp |
| Employer contribution / active EE | $1,363 | $1,163+17.2% | $1,983-31.3% | $2,440-44.1% |
| Participant deferral / active EE | $2,407 | $2,394+0.6% | $3,239-25.7% | $3,607-33.3% |
| Admin fee / account holder | $4,229 | $4,569-7.4% | $6,101-30.7% | $5,124-17.5% |