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 | $57,810 | $72,277-20.0% | $101,248-42.9% | $79,858-27.6% |
| Participation rate | 82.2% | 68.5%+13.8pp | 75.8%+6.4pp | 69.6%+12.6pp |
| Annual return | 17.78% | 22.30%-4.5pp | 46.47%-28.7pp | 31.71%-13.9pp |
| Employer contribution / active EE | $1,645 | $2,692-38.9% | $3,660-55.1% | $2,471-33.4% |
| Participant deferral / active EE | $8,503 | $3,282+159.1% | $4,370+94.6% | $3,740+127.4% |
| Admin fee / account holder | $1,521 | $4,400-65.4% | $5,945-74.4% | $5,306-71.3% |