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 | $55,874 | $72,012-22.4% | $185,823-69.9% | $79,858-30.0% |
| Participation rate | 100.0% | 65.8%+34.2pp | 78.0%+22.0pp | 69.6%+30.4pp |
| Annual return | 13.06% | 23.12%-10.1pp | 35.95%-22.9pp | 31.71%-18.7pp |
| Employer contribution / active EE | $2,346 | $1,965+19.4% | $4,087-42.6% | $2,471-5.0% |
| Participant deferral / active EE | $4,692 | $3,779+24.2% | $5,632-16.7% | $3,740+25.5% |
| Admin fee / account holder | $2,982 | $4,513-33.9% | $9,500-68.6% | $5,306-43.8% |