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 | $50,290 | $81,460-38.3% | $103,333-51.3% | $80,856-37.8% |
| Participation rate | 72.4% | 66.8%+5.6pp | 74.5%-2.1pp | 67.6%+4.8pp |
| Annual return | 12.26% | 25.55%-13.3pp | 24.88%-12.6pp | 35.59%-23.3pp |
| Employer contribution / active EE | $1,486 | $3,105-52.1% | $3,868-61.6% | $2,755-46.1% |
| Participant deferral / active EE | $2,301 | $3,869-40.5% | $5,057-54.5% | $4,296-46.4% |
| Admin fee / account holder | $1,243 | $6,566-81.1% | $8,355-85.1% | $6,918-82.0% |