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 | $62,075 | $54,762+13.4% | $90,281-31.2% | $72,985-14.9% |
| Participation rate | 76.9% | 65.1%+11.8pp | 73.3%+3.7pp | 69.5%+7.4pp |
| Annual return | 23.08% | 30.63%-7.5pp | 78.10%-55.0pp | 81.00%-57.9pp |
| Employer contribution / active EE | $1,321 | $2,092-36.9% | $2,854-53.7% | $2,440-45.9% |
| Participant deferral / active EE | $5,056 | $2,887+75.1% | $3,885+30.1% | $3,607+40.2% |
| Admin fee / account holder | $3,523 | $3,972-11.3% | $5,351-34.2% | $5,124-31.3% |