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 | $49,192 | $48,076+2.3% | $78,689-37.5% | $62,891-21.8% |
| Participation rate | 80.6% | 65.2%+15.4pp | 73.6%+7.1pp | 69.3%+11.3pp |
| Annual return | 6.71% | 31.35%-24.6pp | 62.18%-55.5pp | 20.14%-13.4pp |
| Employer contribution / active EE | $463 | $2,015-77.0% | $2,851-83.8% | $2,281-79.7% |
| Participant deferral / active EE | $3,054 | $2,588+18.0% | $3,517-13.2% | $3,203-4.7% |
| Admin fee / account holder | $4,423 | $3,207+37.9% | $4,510-1.9% | $4,296+3.0% |