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 | $50,720 | $49,227+3.0% | $70,449-28.0% | $79,858-36.5% |
| Participation rate | 84.0% | 69.2%+14.8pp | 75.1%+8.9pp | 69.6%+14.4pp |
| Annual return | 24.40% | 30.06%-5.7pp | 109.03%-84.6pp | 31.71%-7.3pp |
| Employer contribution / active EE | $1,849 | $2,099-11.9% | $2,737-32.4% | $2,471-25.2% |
| Participant deferral / active EE | $6,192 | $2,768+123.7% | $3,709+67.0% | $3,740+65.6% |
| Admin fee / account holder | $466 | $2,878-83.8% | $3,845-87.9% | $5,306-91.2% |