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 | $70,635 | $99,341-28.9% | $84,750-16.7% | $273,961-74.2% |
| Participation rate | 87.0% | 80.7%+6.3pp | 76.6%+10.4pp | 83.0%+3.9pp |
| Annual return | 7.80% | 22.93%-15.1pp | 22.78%-15.0pp | 41.45%-33.7pp |
| Employer contribution / active EE | $1,788 | $4,214-57.6% | $3,574-50.0% | $4,869-63.3% |
| Participant deferral / active EE | $4,693 | $4,269+9.9% | $3,712+26.4% | $5,287-11.2% |
| Admin fee / account holder | $11,680 | $6,644+75.8% | $5,332+119.1% | $10,132+15.3% |