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 | $56,082 | $109,359-48.7% | $162,163-65.4% | $72,985-23.2% |
| Participation rate | 92.1% | 84.3%+7.8pp | 87.6%+4.5pp | 69.5%+22.6pp |
| Annual return | 23.37% | 25.46%-2.1pp | 115.59%-92.2pp | 81.00%-57.6pp |
| Employer contribution / active EE | $1,929 | $3,907-50.6% | $5,614-65.6% | $2,440-20.9% |
| Participant deferral / active EE | $4,282 | $5,481-21.9% | $7,298-41.3% | $3,607+18.7% |
| Admin fee / account holder | $4,232 | $7,972-46.9% | $10,843-61.0% | $5,124-17.4% |