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 | $64,466 | $59,839+7.7% | $81,983-21.4% | $79,858-19.3% |
| Participation rate | 100.0% | 61.6%+38.4pp | 69.2%+30.8pp | 69.6%+30.4pp |
| Annual return | 22.81% | 17.56%+5.3pp | 41.31%-18.5pp | 31.71%-8.9pp |
| Employer contribution / active EE | $1,061 | $1,713-38.1% | $2,498-57.5% | $2,471-57.1% |
| Participant deferral / active EE | $2,546 | $2,695-5.5% | $3,722-31.6% | $3,740-31.9% |
| Admin fee / account holder | $3,124 | $4,287-27.1% | $5,664-44.8% | $5,306-41.1% |