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 | $57,944 | $81,460-28.9% | $103,333-43.9% | $80,856-28.3% |
| Participation rate | 75.8% | 66.8%+8.9pp | 74.5%+1.2pp | 67.6%+8.1pp |
| Annual return | 11.62% | 25.55%-13.9pp | 24.88%-13.3pp | 35.59%-24.0pp |
| Employer contribution / active EE | $2,524 | $3,105-18.7% | $3,868-34.7% | $2,755-8.4% |
| Participant deferral / active EE | $6,174 | $3,869+59.6% | $5,057+22.1% | $4,296+43.7% |
| Admin fee / account holder | $1,468 | $6,566-77.6% | $8,355-82.4% | $6,918-78.8% |