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 | $47,502 | $95,266-50.1% | $82,389-42.3% | $142,382-66.6% |
| Participation rate | 81.3% | 74.5%+6.8pp | 69.5%+11.7pp | 80.1%+1.1pp |
| Annual return | 13.37% | 25.74%-12.4pp | 28.67%-15.3pp | 217.08%-203.7pp |
| Employer contribution / active EE | $3,173 | $2,991+6.1% | $2,517+26.1% | $4,299-26.2% |
| Participant deferral / active EE | $4,446 | $4,809-7.5% | $4,155+7.0% | $6,507-31.7% |
| Admin fee / account holder | $8,132 | $8,563-5.0% | $7,231+12.5% | $12,624-35.6% |