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 | $29,277 | $48,076-39.1% | $78,689-62.8% | $62,891-53.4% |
| Participation rate | 79.5% | 65.2%+14.3pp | 73.6%+5.9pp | 69.3%+10.2pp |
| Annual return | 16.63% | 31.35%-14.7pp | 62.18%-45.5pp | 20.14%-3.5pp |
| Employer contribution / active EE | $2,021 | $2,015+0.3% | $2,851-29.1% | $2,281-11.4% |
| Participant deferral / active EE | $5,524 | $2,588+113.5% | $3,517+57.1% | $3,203+72.5% |
| Admin fee / account holder | $2,183 | $3,207-31.9% | $4,510-51.6% | $4,296-49.2% |