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 | $59,946 | $95,803-37.4% | $113,168-47.0% | $84,808-29.3% |
| Participation rate | 80.4% | 72.9%+7.6pp | 76.6%+3.9pp | 68.3%+12.1pp |
| Annual return | 15.86% | 25.00%-9.1pp | 24.27%-8.4pp | 40.90%-25.0pp |
| Employer contribution / active EE | $1,507 | $2,360-36.1% | $2,975-49.3% | $2,631-42.7% |
| Participant deferral / active EE | $5,145 | $4,242+21.3% | $5,107+0.8% | $4,212+22.2% |
| Admin fee / account holder | $12,651 | $8,989+40.7% | $12,068+4.8% | $7,344+72.3% |