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 | $57,539 | $81,460-29.4% | $103,333-44.3% | $80,856-28.8% |
| Participation rate | 75.4% | 66.8%+8.5pp | 74.5%+0.9pp | 67.6%+7.7pp |
| Annual return | 11.07% | 25.55%-14.5pp | 24.88%-13.8pp | 35.59%-24.5pp |
| Employer contribution / active EE | $4,408 | $3,105+41.9% | $3,868+14.0% | $2,755+60.0% |
| Participant deferral / active EE | $3,013 | $3,869-22.1% | $5,057-40.4% | $4,296-29.9% |
| Admin fee / account holder | $2,047 | $6,566-68.8% | $8,355-75.5% | $6,918-70.4% |