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 | $54,905 | $56,054-2.0% | $171,082-67.9% | $62,891-12.7% |
| Participation rate | 80.0% | 62.9%+17.1pp | 76.7%+3.3pp | 69.3%+10.7pp |
| Annual return | 9.99% | 22.52%-12.5pp | 32.56%-22.6pp | 20.14%-10.1pp |
| Employer contribution / active EE | $1,619 | $1,731-6.5% | $4,002-59.6% | $2,281-29.0% |
| Participant deferral / active EE | $3,567 | $3,158+12.9% | $4,797-25.7% | $3,203+11.4% |
| Admin fee / account holder | $808 | $3,647-77.8% | $8,520-90.5% | $4,296-81.2% |