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 | $48,113 | $55,706-13.6% | $75,886-36.6% | $72,985-34.1% |
| Participation rate | 77.8% | 61.1%+16.6pp | 69.3%+8.5pp | 69.5%+8.3pp |
| Annual return | 19.38% | 27.59%-8.2pp | 30.76%-11.4pp | 81.00%-61.6pp |
| Employer contribution / active EE | $1,593 | $1,687-5.6% | $2,500-36.3% | $2,440-34.7% |
| Participant deferral / active EE | $3,546 | $2,634+34.6% | $3,603-1.6% | $3,607-1.7% |
| Admin fee / account holder | $5,171 | $3,978+30.0% | $5,418-4.6% | $5,124+0.9% |