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 | $45,919 | $87,841-47.7% | $133,980-65.7% | $62,891-27.0% |
| Participation rate | 89.0% | 83.4%+5.7pp | 87.1%+2.0pp | 69.3%+19.7pp |
| Annual return | 8.32% | 12.05%-3.7pp | 29.30%-21.0pp | 20.14%-11.8pp |
| Employer contribution / active EE | $1,821 | $3,483-47.7% | $5,211-65.1% | $2,281-20.2% |
| Participant deferral / active EE | $4,139 | $4,812-14.0% | $6,282-34.1% | $3,203+29.2% |
| Admin fee / account holder | $3,168 | $5,371-41.0% | $9,324-66.0% | $4,296-26.3% |