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 | $55,350 | $81,460-32.1% | $103,333-46.4% | $80,856-31.5% |
| Participation rate | 82.6% | 66.8%+15.8pp | 74.5%+8.1pp | 67.6%+15.0pp |
| Annual return | 15.90% | 25.55%-9.6pp | 24.88%-9.0pp | 35.59%-19.7pp |
| Employer contribution / active EE | $1,870 | $3,105-39.8% | $3,868-51.7% | $2,755-32.1% |
| Participant deferral / active EE | $4,444 | $3,869+14.9% | $5,057-12.1% | $4,296+3.4% |
| Admin fee / account holder | $1,772 | $6,566-73.0% | $8,355-78.8% | $6,918-74.4% |