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 | $53,759 | $76,367-29.6% | $93,606-42.6% | $72,985-26.3% |
| Participation rate | 75.0% | 71.7%+3.3pp | 75.8%-0.8pp | 69.5%+5.5pp |
| Annual return | 35.36% | 25.82%+9.5pp | 32.76%+2.6pp | 81.00%-45.6pp |
| Employer contribution / active EE | $1,502 | $2,275-34.0% | $2,718-44.8% | $2,440-38.5% |
| Participant deferral / active EE | $4,533 | $3,538+28.1% | $4,069+11.4% | $3,607+25.7% |
| Admin fee / account holder | $800 | $6,838-88.3% | $7,888-89.9% | $5,124-84.4% |