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 | $73,573 | $54,762+34.4% | $90,281-18.5% | $72,985+0.8% |
| Participation rate | 75.8% | 65.1%+10.6pp | 73.3%+2.5pp | 69.5%+6.3pp |
| Annual return | 23.81% | 30.63%-6.8pp | 78.10%-54.3pp | 81.00%-57.2pp |
| Employer contribution / active EE | $905 | $2,092-56.7% | $2,854-68.3% | $2,440-62.9% |
| Participant deferral / active EE | $2,871 | $2,887-0.5% | $3,885-26.1% | $3,607-20.4% |
| Admin fee / account holder | $2,937 | $3,972-26.1% | $5,351-45.1% | $5,124-42.7% |