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 | $58,981 | $57,057+3.4% | $85,009-30.6% | $80,874-27.1% |
| Participation rate | 78.8% | 56.4%+22.4pp | 67.5%+11.3pp | 67.6%+11.1pp |
| Annual return | 13.48% | 21.66%-8.2pp | 66.47%-53.0pp | 35.62%-22.1pp |
| Employer contribution / active EE | $3,180 | $1,799+76.8% | $2,728+16.6% | $2,756+15.4% |
| Participant deferral / active EE | $3,399 | $3,112+9.2% | $4,522-24.8% | $4,297-20.9% |
| Admin fee / account holder | $3,460 | $4,986-30.6% | $6,153-43.8% | $6,935-50.1% |