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 | $57,230 | $76,407-25.1% | $150,298-61.9% | $82,448-30.6% |
| Participation rate | 91.2% | 66.4%+24.8pp | 77.8%+13.4pp | 68.1%+23.1pp |
| Annual return | 13.25% | 39.99%-26.7pp | 62.79%-49.5pp | 41.64%-28.4pp |
| Employer contribution / active EE | $2,093 | $2,614-19.9% | $4,154-49.6% | $2,551-18.0% |
| Participant deferral / active EE | $5,808 | $3,214+80.7% | $5,453+6.5% | $4,139+40.3% |
| Admin fee / account holder | $6,139 | $6,352-3.4% | $14,116-56.5% | $7,234-15.1% |