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 | $50,447 | $58,828-14.2% | $77,999-35.3% | $62,891-19.8% |
| Participation rate | 78.6% | 71.1%+7.5pp | 75.5%+3.0pp | 69.3%+9.3pp |
| Annual return | 12.33% | 17.16%-4.8pp | 425.96%-413.6pp | 20.14%-7.8pp |
| Employer contribution / active EE | $2,069 | $1,672+23.8% | $2,470-16.2% | $2,281-9.3% |
| Participant deferral / active EE | $3,878 | $2,686+44.4% | $3,497+10.9% | $3,203+21.1% |
| Admin fee / account holder | $1,760 | $4,393-59.9% | $5,480-67.9% | $4,296-59.0% |