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 | $85,864 | $72,277+18.8% | $101,248-15.2% | $79,858+7.5% |
| Participation rate | 75.9% | 68.5%+7.4pp | 75.8%+0.1pp | 69.6%+6.2pp |
| Annual return | 17.49% | 22.30%-4.8pp | 46.47%-29.0pp | 31.71%-14.2pp |
| Employer contribution / active EE | $1,683 | $2,692-37.5% | $3,660-54.0% | $2,471-31.9% |
| Participant deferral / active EE | $3,128 | $3,282-4.7% | $4,370-28.4% | $3,740-16.4% |
| Admin fee / account holder | $3,749 | $4,400-14.8% | $5,945-36.9% | $5,306-29.3% |