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 | $55,056 | $63,764-13.7% | $81,930-32.8% | $79,858-31.1% |
| Participation rate | 82.7% | 67.5%+15.2pp | 72.0%+10.7pp | 69.6%+13.0pp |
| Annual return | 14.35% | 22.66%-8.3pp | 29.49%-15.1pp | 31.71%-17.4pp |
| Employer contribution / active EE | $0 | $1,795-100.0% | $4,310-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $3,710 | $2,780+33.4% | $7,107-47.8% | $3,740-0.8% |
| Admin fee / account holder | $5,284 | $4,426+19.4% | $5,158+2.4% | $5,306-0.4% |