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 | $49,410 | $86,929-43.2% | $102,423-51.8% | $80,856-38.9% |
| Participation rate | 70.4% | 72.4%-2.0pp | 76.5%-6.1pp | 67.6%+2.7pp |
| Annual return | 20.86% | 18.88%+2.0pp | 29.32%-8.5pp | 35.59%-14.7pp |
| Employer contribution / active EE | $2,168 | $2,369-8.5% | $3,023-28.3% | $2,755-21.3% |
| Participant deferral / active EE | $4,411 | $4,118+7.1% | $5,053-12.7% | $4,296+2.7% |
| Admin fee / account holder | $15,493 | $8,049+92.5% | $9,451+63.9% | $6,918+123.9% |