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 | $95,453-37.2% | $112,040-46.5% | $82,448-27.3% |
| Participation rate | 80.4% | 72.8%+7.7pp | 76.5%+3.9pp | 68.1%+12.4pp |
| Annual return | 15.86% | 23.92%-8.1pp | 24.52%-8.7pp | 41.64%-25.8pp |
| Employer contribution / active EE | $1,507 | $2,318-35.0% | $2,954-49.0% | $2,551-40.9% |
| Participant deferral / active EE | $5,145 | $4,224+21.8% | $5,098+0.9% | $4,139+24.3% |
| Admin fee / account holder | $12,651 | $9,013+40.4% | $12,098+4.6% | $7,234+74.9% |