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 | $46,760 | $78,705-40.6% | $117,854-60.3% | $70,131-33.3% |
| Participation rate | 80.0% | 73.2%+6.8pp | 79.7%+0.3pp | 69.5%+10.5pp |
| Annual return | 16.53% | 23.30%-6.8pp | 335.08%-318.6pp | 73.14%-56.6pp |
| Employer contribution / active EE | $1,500 | $2,223-32.5% | $3,786-60.4% | $2,342-36.0% |
| Participant deferral / active EE | $3,480 | $3,297+5.6% | $4,482-22.3% | $3,332+4.5% |
| Admin fee / account holder | $8,010 | $5,065+58.1% | $8,020-0.1% | $4,645+72.4% |