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 | $103,229 | $80,717+27.9% | $154,803-33.3% | $84,808+21.7% |
| Participation rate | 84.4% | 66.8%+17.6pp | 78.1%+6.3pp | 68.3%+16.1pp |
| Annual return | 19.13% | 37.96%-18.8pp | 58.88%-39.8pp | 40.90%-21.8pp |
| Employer contribution / active EE | $1,646 | $2,761-40.4% | $4,305-61.8% | $2,631-37.4% |
| Participant deferral / active EE | $5,263 | $3,303+59.3% | $5,540-5.0% | $4,212+25.0% |
| Admin fee / account holder | $1,549 | $6,746-77.0% | $14,329-89.2% | $7,344-78.9% |