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 | $76,175 | $72,277+5.4% | $101,248-24.8% | $79,858-4.6% |
| Participation rate | 80.0% | 68.5%+11.5pp | 75.8%+4.2pp | 69.6%+10.4pp |
| Annual return | 13.14% | 22.30%-9.2pp | 46.47%-33.3pp | 31.71%-18.6pp |
| Employer contribution / active EE | $1,448 | $2,692-46.2% | $3,660-60.4% | $2,471-41.4% |
| Participant deferral / active EE | $2,837 | $3,282-13.5% | $4,370-35.1% | $3,740-24.1% |
| Admin fee / account holder | $10,050 | $4,400+128.4% | $5,945+69.0% | $5,306+89.4% |