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 | $78,167 | $65,365+19.6% | $92,893-15.9% | $72,985+7.1% |
| Participation rate | 79.4% | 68.3%+11.1pp | 76.0%+3.4pp | 69.5%+9.9pp |
| Annual return | 19.32% | 42.10%-22.8pp | 109.41%-90.1pp | 81.00%-61.7pp |
| Employer contribution / active EE | $1,146 | $2,594-55.8% | $3,653-68.6% | $2,440-53.0% |
| Participant deferral / active EE | $5,036 | $3,128+61.0% | $4,236+18.9% | $3,607+39.6% |
| Admin fee / account holder | $6,215 | $4,251+46.2% | $5,794+7.3% | $5,124+21.3% |