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 | $65,654 | $86,929-24.5% | $102,423-35.9% | $80,856-18.8% |
| Participation rate | 85.7% | 72.4%+13.3pp | 76.5%+9.2pp | 67.6%+18.1pp |
| Annual return | 13.44% | 18.88%-5.4pp | 29.32%-15.9pp | 35.59%-22.2pp |
| Employer contribution / active EE | $2,162 | $2,369-8.7% | $3,023-28.5% | $2,755-21.5% |
| Participant deferral / active EE | $4,866 | $4,118+18.2% | $5,053-3.7% | $4,296+13.3% |
| Admin fee / account holder | $18,882 | $8,049+134.6% | $9,451+99.8% | $6,918+172.9% |