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 | $89,612 | $81,460+10.0% | $103,333-13.3% | $80,856+10.8% |
| Participation rate | 75.0% | 66.8%+8.2pp | 74.5%+0.5pp | 67.6%+7.4pp |
| Annual return | 11.41% | 25.55%-14.1pp | 24.88%-13.5pp | 35.59%-24.2pp |
| Employer contribution / active EE | $1,013 | $3,105-67.4% | $3,868-73.8% | $2,755-63.2% |
| Participant deferral / active EE | $1,728 | $3,869-55.3% | $5,057-65.8% | $4,296-59.8% |
| Admin fee / account holder | $3,581 | $6,566-45.5% | $8,355-57.1% | $6,918-48.2% |