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 | $57,939 | $76,367-24.1% | $93,606-38.1% | $72,985-20.6% |
| Participation rate | 85.0% | 71.7%+13.3pp | 75.8%+9.2pp | 69.5%+15.5pp |
| Annual return | 18.26% | 25.82%-7.6pp | 32.76%-14.5pp | 81.00%-62.7pp |
| Employer contribution / active EE | $1,420 | $2,275-37.6% | $2,718-47.8% | $2,440-41.8% |
| Participant deferral / active EE | $2,378 | $3,538-32.8% | $4,069-41.5% | $3,607-34.1% |
| Admin fee / account holder | $7,581 | $6,838+10.9% | $7,888-3.9% | $5,124+47.9% |