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 | $52,982 | $101,724-47.9% | $164,813-67.9% | $80,856-34.5% |
| Participation rate | 79.4% | 71.8%+7.5pp | 78.6%+0.8pp | 67.6%+11.7pp |
| Annual return | 19.06% | 16.72%+2.3pp | 69.93%-50.9pp | 35.59%-16.5pp |
| Employer contribution / active EE | $1,941 | $2,953-34.3% | $4,341-55.3% | $2,755-29.5% |
| Participant deferral / active EE | $3,462 | $4,477-22.7% | $6,031-42.6% | $4,296-19.4% |
| Admin fee / account holder | $1,506 | $8,227-81.7% | $12,690-88.1% | $6,918-78.2% |