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 | $56,517 | $49,791+13.5% | $78,210-27.7% | $70,131-19.4% |
| Participation rate | 73.2% | 62.3%+10.9pp | 68.7%+4.5pp | 69.5%+3.7pp |
| Annual return | 22.33% | 20.75%+1.6pp | 40.90%-18.6pp | 73.14%-50.8pp |
| Employer contribution / active EE | $1,483 | $1,430+3.7% | $2,034-27.1% | $2,342-36.7% |
| Participant deferral / active EE | $3,205 | $2,150+49.1% | $2,823+13.6% | $3,332-3.8% |
| Admin fee / account holder | $1,974 | $3,181-37.9% | $3,758-47.5% | $4,645-57.5% |