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 | $44,603 | $59,101-24.5% | $77,163-42.2% | $75,163-40.7% |
| Participation rate | 70.4% | 63.9%+6.5pp | 69.6%+0.8pp | 67.2%+3.2pp |
| Annual return | 18.24% | 26.71%-8.5pp | 37.87%-19.6pp | 160.62%-142.4pp |
| Employer contribution / active EE | $2,813 | $1,995+41.0% | $2,535+11.0% | $2,670+5.4% |
| Participant deferral / active EE | $5,935 | $2,999+97.9% | $3,833+54.8% | $4,125+43.9% |
| Admin fee / account holder | $1,151 | $4,774-75.9% | $5,472-79.0% | $5,651-79.6% |