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 | $79,727 | $86,286-7.6% | $111,297-28.4% | $85,850-7.1% |
| Participation rate | 77.8% | 73.3%+4.4pp | 77.3%+0.5pp | 69.3%+8.5pp |
| Annual return | 13.62% | 19.99%-6.4pp | 54.65%-41.0pp | 318.53%-304.9pp |
| Employer contribution / active EE | $1,302 | $2,043-36.3% | $2,731-52.3% | $2,565-49.3% |
| Participant deferral / active EE | $3,885 | $3,641+6.7% | $4,487-13.4% | $3,952-1.7% |
| Admin fee / account holder | $10,372 | $8,188+26.7% | $7,964+30.2% | $6,260+65.7% |