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 | $52,176 | $90,503-42.3% | $78,689-33.7% | $273,961-81.0% |
| Participation rate | 81.0% | 76.5%+4.4pp | 73.6%+7.4pp | 83.0%-2.1pp |
| Annual return | 7.86% | 75.60%-67.7pp | 62.18%-54.3pp | 41.45%-33.6pp |
| Employer contribution / active EE | $2,935 | $3,176-7.6% | $2,851+3.0% | $4,869-39.7% |
| Participant deferral / active EE | $1,789 | $3,901-54.2% | $3,517-49.1% | $5,287-66.2% |
| Admin fee / account holder | $1,292 | $5,263-75.4% | $4,510-71.3% | $10,132-87.2% |