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 | $53,121 | $95,803-44.6% | $113,168-53.1% | $84,808-37.4% |
| Participation rate | 76.3% | 72.9%+3.5pp | 76.6%-0.2pp | 68.3%+8.0pp |
| Annual return | 15.60% | 25.00%-9.4pp | 24.27%-8.7pp | 40.90%-25.3pp |
| Employer contribution / active EE | $2,889 | $2,360+22.4% | $2,975-2.9% | $2,631+9.8% |
| Participant deferral / active EE | $5,682 | $4,242+33.9% | $5,107+11.3% | $4,212+34.9% |
| Admin fee / account holder | $4,015 | $8,989-55.3% | $12,068-66.7% | $7,344-45.3% |