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 | $48,745 | $86,929-43.9% | $102,423-52.4% | $80,856-39.7% |
| Participation rate | 77.5% | 72.4%+5.1pp | 76.5%+1.0pp | 67.6%+9.9pp |
| Annual return | 28.19% | 18.88%+9.3pp | 29.32%-1.1pp | 35.59%-7.4pp |
| Employer contribution / active EE | $2,586 | $2,369+9.1% | $3,023-14.5% | $2,755-6.1% |
| Participant deferral / active EE | $4,151 | $4,118+0.8% | $5,053-17.8% | $4,296-3.4% |
| Admin fee / account holder | $10,220 | $8,049+27.0% | $9,451+8.1% | $6,918+47.7% |