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 | $53,803 | $95,803-43.8% | $113,168-52.5% | $84,808-36.6% |
| Participation rate | 80.0% | 72.9%+7.1pp | 76.6%+3.4pp | 68.3%+11.7pp |
| Annual return | 17.42% | 25.00%-7.6pp | 24.27%-6.8pp | 40.90%-23.5pp |
| Employer contribution / active EE | $1,552 | $2,360-34.2% | $2,975-47.8% | $2,631-41.0% |
| Participant deferral / active EE | $2,854 | $4,242-32.7% | $5,107-44.1% | $4,212-32.2% |
| Admin fee / account holder | $6,255 | $8,989-30.4% | $12,068-48.2% | $7,344-14.8% |