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 | $50,072 | $65,365-23.4% | $92,893-46.1% | $72,985-31.4% |
| Participation rate | 80.9% | 68.3%+12.5pp | 76.0%+4.8pp | 69.5%+11.4pp |
| Annual return | 20.15% | 42.10%-22.0pp | 109.41%-89.3pp | 81.00%-60.9pp |
| Employer contribution / active EE | $1,815 | $2,594-30.0% | $3,653-50.3% | $2,440-25.6% |
| Participant deferral / active EE | $4,303 | $3,128+37.6% | $4,236+1.6% | $3,607+19.3% |
| Admin fee / account holder | $4,137 | $4,251-2.7% | $5,794-28.6% | $5,124-19.3% |