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 | $47,204 | $80,717-41.5% | $154,803-69.5% | $84,808-44.3% |
| Participation rate | 73.0% | 66.8%+6.2pp | 78.1%-5.1pp | 68.3%+4.7pp |
| Annual return | 17.40% | 37.96%-20.6pp | 58.88%-41.5pp | 40.90%-23.5pp |
| Employer contribution / active EE | $1,515 | $2,761-45.1% | $4,305-64.8% | $2,631-42.4% |
| Participant deferral / active EE | $3,591 | $3,303+8.7% | $5,540-35.2% | $4,212-14.7% |
| Admin fee / account holder | $2,978 | $6,746-55.9% | $14,329-79.2% | $7,344-59.5% |