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 | $42,763 | $47,848-10.6% | $81,478-47.5% | $70,131-39.0% |
| Participation rate | 75.7% | 58.3%+17.4pp | 68.0%+7.7pp | 69.5%+6.1pp |
| Annual return | 18.08% | 27.25%-9.2pp | 38.78%-20.7pp | 73.14%-55.1pp |
| Employer contribution / active EE | $1,093 | $1,527-28.4% | $2,568-57.4% | $2,342-53.3% |
| Participant deferral / active EE | $4,625 | $2,453+88.5% | $3,537+30.8% | $3,332+38.8% |
| Admin fee / account holder | $4,259 | $3,145+35.4% | $4,561-6.6% | $4,645-8.3% |