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 | $81,462 | $95,803-15.0% | $113,168-28.0% | $84,808-3.9% |
| Participation rate | 81.5% | 72.9%+8.6pp | 76.6%+4.9pp | 68.3%+13.2pp |
| Annual return | 15.07% | 25.00%-9.9pp | 24.27%-9.2pp | 40.90%-25.8pp |
| Employer contribution / active EE | $1,301 | $2,360-44.9% | $2,975-56.3% | $2,631-50.6% |
| Participant deferral / active EE | $5,260 | $4,242+24.0% | $5,107+3.0% | $4,212+24.9% |
| Admin fee / account holder | $1,989 | $8,989-77.9% | $12,068-83.5% | $7,344-72.9% |