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 | $76,125 | $60,349+26.1% | $74,183+2.6% | $62,891+21.0% |
| Participation rate | 100.0% | 72.7%+27.3pp | 76.6%+23.4pp | 69.3%+30.7pp |
| Annual return | 6.55% | 21.37%-14.8pp | 17.74%-11.2pp | 20.14%-13.6pp |
| Employer contribution / active EE | $1,498 | $1,680-10.8% | $2,370-36.8% | $2,281-34.3% |
| Participant deferral / active EE | $3,583 | $2,856+25.4% | $3,550+0.9% | $3,203+11.9% |
| Admin fee / account holder | $2,503 | $4,261-41.3% | $5,586-55.2% | $4,296-41.7% |