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 | $64,218 | $69,362-7.4% | $101,248-36.6% | $73,488-12.6% |
| Participation rate | 88.5% | 68.4%+20.1pp | 75.8%+12.7pp | 70.7%+17.8pp |
| Annual return | 16.25% | 18.46%-2.2pp | 46.47%-30.2pp | 28.51%-12.3pp |
| Employer contribution / active EE | $1,796 | $2,628-31.7% | $3,660-50.9% | $2,270-20.9% |
| Participant deferral / active EE | $3,853 | $3,300+16.8% | $4,370-11.8% | $3,740+3.0% |
| Admin fee / account holder | $699 | $704-0.6% | $5,945-88.2% | $513+36.2% |