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 | $51,903 | $72,277-28.2% | $101,248-48.7% | $79,858-35.0% |
| Participation rate | 75.3% | 68.5%+6.9pp | 75.8%-0.5pp | 69.6%+5.7pp |
| Annual return | 14.56% | 22.30%-7.7pp | 46.47%-31.9pp | 31.71%-17.2pp |
| Employer contribution / active EE | $698 | $2,692-74.1% | $3,660-80.9% | $2,471-71.8% |
| Participant deferral / active EE | $4,124 | $3,282+25.7% | $4,370-5.6% | $3,740+10.3% |
| Admin fee / account holder | $964 | $4,400-78.1% | $5,945-83.8% | $5,306-81.8% |