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 | $55,928 | $86,929-35.7% | $102,423-45.4% | $80,856-30.8% |
| Participation rate | 73.4% | 72.4%+1.0pp | 76.5%-3.1pp | 67.6%+5.8pp |
| Annual return | 15.30% | 18.88%-3.6pp | 29.32%-14.0pp | 35.59%-20.3pp |
| Employer contribution / active EE | $2,296 | $2,369-3.1% | $3,023-24.1% | $2,755-16.7% |
| Participant deferral / active EE | $4,632 | $4,118+12.5% | $5,053-8.3% | $4,296+7.8% |
| Admin fee / account holder | $3,600 | $8,049-55.3% | $9,451-61.9% | $6,918-48.0% |