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 | $55,850 | $52,836+5.7% | $105,738-47.2% | $64,186-13.0% |
| Participation rate | 76.7% | 66.5%+10.1pp | 76.3%+0.3pp | 69.6%+7.1pp |
| Annual return | 0.94% | 14.30%-13.4pp | 6.27%-5.3pp | 7.63%-6.7pp |
| Employer contribution / active EE | $2,188 | $1,827+19.8% | $3,268-33.1% | $2,381-8.1% |
| Participant deferral / active EE | $2,710 | $2,545+6.4% | $4,080-33.6% | $3,470-21.9% |
| Admin fee / account holder | $14,927 | $3,959+277.1% | $6,913+115.9% | $4,888+205.4% |