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 | $58,472 | $81,248-28.0% | $155,509-62.4% | $80,856-27.7% |
| Participation rate | 78.6% | 66.2%+12.3pp | 78.2%+0.4pp | 67.6%+10.9pp |
| Annual return | 11.75% | 33.31%-21.6pp | 64.67%-52.9pp | 35.59%-23.8pp |
| Employer contribution / active EE | $2,890 | $3,100-6.8% | $4,672-38.2% | $2,755+4.9% |
| Participant deferral / active EE | $3,901 | $3,452+13.0% | $5,626-30.7% | $4,296-9.2% |
| Admin fee / account holder | $9,346 | $7,997+16.9% | $15,912-41.3% | $6,918+35.1% |