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 | $46,607 | $95,803-51.4% | $113,168-58.8% | $84,808-45.0% |
| Participation rate | 80.6% | 72.9%+7.7pp | 76.6%+4.0pp | 68.3%+12.2pp |
| Annual return | 17.76% | 25.00%-7.2pp | 24.27%-6.5pp | 40.90%-23.1pp |
| Employer contribution / active EE | $2,695 | $2,360+14.2% | $2,975-9.4% | $2,631+2.4% |
| Participant deferral / active EE | $4,375 | $4,242+3.1% | $5,107-14.3% | $4,212+3.9% |
| Admin fee / account holder | $1,689 | $8,989-81.2% | $12,068-86.0% | $7,344-77.0% |