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 | $36,632 | $72,277-49.3% | $101,248-63.8% | $79,858-54.1% |
| Participation rate | 80.5% | 68.5%+12.0pp | 75.8%+4.7pp | 69.6%+10.9pp |
| Annual return | 11.42% | 22.30%-10.9pp | 46.47%-35.0pp | 31.71%-20.3pp |
| Employer contribution / active EE | $1,792 | $2,692-33.4% | $3,660-51.0% | $2,471-27.5% |
| Participant deferral / active EE | $3,727 | $3,282+13.6% | $4,370-14.7% | $3,740-0.4% |
| Admin fee / account holder | $6,543 | $4,400+48.7% | $5,945+10.1% | $5,306+23.3% |