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 | $54,745 | $68,719-20.3% | $91,541-40.2% | $84,808-35.4% |
| Participation rate | 74.5% | 64.5%+10.0pp | 69.8%+4.8pp | 68.3%+6.2pp |
| Annual return | 13.02% | 19.12%-6.1pp | 20.50%-7.5pp | 40.90%-27.9pp |
| Employer contribution / active EE | $771 | $1,920-59.9% | $2,505-69.2% | $2,631-70.7% |
| Participant deferral / active EE | $1,321 | $3,136-57.9% | $4,008-67.0% | $4,212-68.6% |
| Admin fee / account holder | $1,187 | $5,786-79.5% | $6,956-82.9% | $7,344-83.8% |