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 | $74,045 | $48,076+54.0% | $78,689-5.9% | $62,891+17.7% |
| Participation rate | 97.2% | 65.2%+32.0pp | 73.6%+23.7pp | 69.3%+27.9pp |
| Annual return | 8.24% | 31.35%-23.1pp | 62.18%-53.9pp | 20.14%-11.9pp |
| Employer contribution / active EE | $411 | $2,015-79.6% | $2,851-85.6% | $2,281-82.0% |
| Participant deferral / active EE | $3,214 | $2,588+24.2% | $3,517-8.6% | $3,203+0.4% |
| Admin fee / account holder | $22,132 | $3,207+590.0% | $4,510+390.7% | $4,296+415.2% |