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 | $49,669 | $63,764-22.1% | $81,930-39.4% | $79,858-37.8% |
| Participation rate | 76.3% | 67.5%+8.8pp | 72.0%+4.3pp | 69.6%+6.6pp |
| Annual return | 14.16% | 22.66%-8.5pp | 29.49%-15.3pp | 31.71%-17.6pp |
| Employer contribution / active EE | $1,926 | $1,795+7.3% | $4,310-55.3% | $2,471-22.0% |
| Participant deferral / active EE | $3,978 | $2,780+43.1% | $7,107-44.0% | $3,740+6.4% |
| Admin fee / account holder | $6,403 | $4,426+44.7% | $5,158+24.1% | $5,306+20.7% |