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 | $43,683 | $59,101-26.1% | $77,163-43.4% | $75,163-41.9% |
| Participation rate | 70.0% | 63.9%+6.1pp | 69.6%+0.4pp | 67.2%+2.8pp |
| Annual return | 15.36% | 26.71%-11.4pp | 37.87%-22.5pp | 160.62%-145.3pp |
| Employer contribution / active EE | $2,704 | $1,995+35.5% | $2,535+6.7% | $2,670+1.3% |
| Participant deferral / active EE | $3,035 | $2,999+1.2% | $3,833-20.8% | $4,125-26.4% |
| Admin fee / account holder | $1,878 | $4,774-60.7% | $5,472-65.7% | $5,651-66.8% |