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 | $47,384 | $60,022-21.1% | $88,946-46.7% | $84,808-44.1% |
| Participation rate | 79.1% | 57.8%+21.2pp | 68.8%+10.2pp | 68.3%+10.8pp |
| Annual return | 18.65% | 22.43%-3.8pp | 57.82%-39.2pp | 40.90%-22.2pp |
| Employer contribution / active EE | $1,174 | $1,703-31.1% | $2,555-54.1% | $2,631-55.4% |
| Participant deferral / active EE | $2,902 | $3,114-6.8% | $4,581-36.7% | $4,212-31.1% |
| Admin fee / account holder | $1,173 | $4,811-75.6% | $8,261-85.8% | $7,344-84.0% |