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 | $58,036 | $53,777+7.9% | $134,143-56.7% | $79,858-27.3% |
| Participation rate | 80.4% | 58.8%+21.6pp | 72.2%+8.2pp | 69.6%+10.8pp |
| Annual return | 15.50% | 19.01%-3.5pp | 36.33%-20.8pp | 31.71%-16.2pp |
| Employer contribution / active EE | $870 | $1,321-34.1% | $3,704-76.5% | $2,471-64.8% |
| Participant deferral / active EE | $2,285 | $2,420-5.6% | $3,499-34.7% | $3,740-38.9% |
| Admin fee / account holder | $3,726 | $3,984-6.5% | $6,684-44.3% | $5,306-29.8% |