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 | $52,703 | $81,460-35.3% | $103,333-49.0% | $80,856-34.8% |
| Participation rate | 81.0% | 66.8%+14.1pp | 74.5%+6.4pp | 67.6%+13.3pp |
| Annual return | 10.70% | 25.55%-14.8pp | 24.88%-14.2pp | 35.59%-24.9pp |
| Employer contribution / active EE | $2,537 | $3,105-18.3% | $3,868-34.4% | $2,755-7.9% |
| Participant deferral / active EE | $5,125 | $3,869+32.5% | $5,057+1.3% | $4,296+19.3% |
| Admin fee / account holder | $9,765 | $6,566+48.7% | $8,355+16.9% | $6,918+41.2% |