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 | $47,509 | $60,349-21.3% | $74,183-36.0% | $62,891-24.5% |
| Participation rate | 81.4% | 72.7%+8.7pp | 76.6%+4.8pp | 69.3%+12.1pp |
| Annual return | 11.11% | 21.37%-10.3pp | 17.74%-6.6pp | 20.14%-9.0pp |
| Employer contribution / active EE | $3,546 | $1,680+111.0% | $2,370+49.6% | $2,281+55.5% |
| Participant deferral / active EE | $7,426 | $2,856+160.0% | $3,550+109.2% | $3,203+131.9% |
| Admin fee / account holder | $3,460 | $4,261-18.8% | $5,586-38.1% | $4,296-19.5% |