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 | $51,743 | $57,016-9.2% | $84,966-39.1% | $80,856-36.0% |
| Participation rate | 70.0% | 56.3%+13.7pp | 67.5%+2.5pp | 67.6%+2.4pp |
| Annual return | 11.99% | 21.66%-9.7pp | 66.38%-54.4pp | 35.59%-23.6pp |
| Employer contribution / active EE | $2,690 | $1,798+49.7% | $2,727-1.3% | $2,755-2.3% |
| Participant deferral / active EE | $4,453 | $3,110+43.2% | $4,519-1.5% | $4,296+3.7% |
| Admin fee / account holder | $9,048 | $4,980+81.7% | $6,149+47.1% | $6,918+30.8% |