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 | $43,011 | $90,503-52.5% | $78,689-45.3% | $273,961-84.3% |
| Participation rate | 81.8% | 76.5%+5.3pp | 73.6%+8.3pp | 83.0%-1.2pp |
| Annual return | 4.52% | 75.60%-71.1pp | 62.18%-57.7pp | 41.45%-36.9pp |
| Employer contribution / active EE | $1,797 | $3,176-43.4% | $2,851-37.0% | $4,869-63.1% |
| Participant deferral / active EE | $4,353 | $3,901+11.6% | $3,517+23.8% | $5,287-17.7% |
| Admin fee / account holder | $5,775 | $5,263+9.7% | $4,510+28.0% | $10,132-43.0% |