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 | $60,492 | $54,762+10.5% | $90,281-33.0% | $72,985-17.1% |
| Participation rate | 76.7% | 65.1%+11.6pp | 73.3%+3.5pp | 69.5%+7.3pp |
| Annual return | 24.05% | 30.63%-6.6pp | 78.10%-54.0pp | 81.00%-56.9pp |
| Employer contribution / active EE | $1,322 | $2,092-36.8% | $2,854-53.7% | $2,440-45.8% |
| Participant deferral / active EE | $2,670 | $2,887-7.5% | $3,885-31.3% | $3,607-26.0% |
| Admin fee / account holder | $3,403 | $3,972-14.3% | $5,351-36.4% | $5,124-33.6% |