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 | $49,644 | $153,772-67.7% | $133,980-62.9% | $273,961-81.9% |
| Participation rate | 90.9% | 88.4%+2.5pp | 87.1%+3.8pp | 83.0%+7.9pp |
| Annual return | 12.47% | 36.51%-24.0pp | 29.30%-16.8pp | 41.45%-29.0pp |
| Employer contribution / active EE | $3,926 | $6,029-34.9% | $5,211-24.7% | $4,869-19.4% |
| Participant deferral / active EE | $5,379 | $6,958-22.7% | $6,282-14.4% | $5,287+1.7% |
| Admin fee / account holder | $7,742 | $11,765-34.2% | $9,324-17.0% | $10,132-23.6% |