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 | $47,552 | $42,383+12.2% | $76,523-37.9% | $64,186-25.9% |
| Participation rate | 80.6% | 58.1%+22.4pp | 68.0%+12.6pp | 69.6%+11.0pp |
| Annual return | 1.72% | -16.54%+18.3pp | -0.27%+2.0pp | 7.63%-5.9pp |
| Employer contribution / active EE | $1,412 | $1,563-9.7% | $2,647-46.7% | $2,381-40.7% |
| Participant deferral / active EE | $5,516 | $2,566+114.9% | $3,835+43.8% | $3,470+59.0% |
| Admin fee / account holder | $2,865 | $3,198-10.4% | $4,848-40.9% | $4,888-41.4% |