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 | $58,314 | $48,076+21.3% | $78,689-25.9% | $62,891-7.3% |
| Participation rate | 75.9% | 65.2%+10.7pp | 73.6%+2.4pp | 69.3%+6.6pp |
| Annual return | 4.80% | 31.35%-26.6pp | 62.18%-57.4pp | 20.14%-15.3pp |
| Employer contribution / active EE | $1,035 | $2,015-48.7% | $2,851-63.7% | $2,281-54.6% |
| Participant deferral / active EE | $3,598 | $2,588+39.0% | $3,517+2.3% | $3,203+12.3% |
| Admin fee / account holder | $1,902 | $3,207-40.7% | $4,510-57.8% | $4,296-55.7% |