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 | $51,219 | $56,897-10.0% | $84,750-39.6% | $62,891-18.6% |
| Participation rate | 85.2% | 68.5%+16.7pp | 76.6%+8.7pp | 69.3%+15.9pp |
| Annual return | 11.42% | 6.30%+5.1pp | 22.78%-11.4pp | 20.14%-8.7pp |
| Employer contribution / active EE | $1,763 | $2,400-26.5% | $3,574-50.7% | $2,281-22.7% |
| Participant deferral / active EE | $4,754 | $2,709+75.5% | $3,712+28.1% | $3,203+48.4% |
| Admin fee / account holder | $827 | $3,581-76.9% | $5,332-84.5% | $4,296-80.7% |