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 | $57,090 | $95,803-40.4% | $113,168-49.6% | $84,808-32.7% |
| Participation rate | 82.4% | 72.9%+9.5pp | 76.6%+5.8pp | 68.3%+14.0pp |
| Annual return | 20.77% | 25.00%-4.2pp | 24.27%-3.5pp | 40.90%-20.1pp |
| Employer contribution / active EE | $3,446 | $2,360+46.0% | $2,975+15.8% | $2,631+31.0% |
| Participant deferral / active EE | $4,983 | $4,242+17.5% | $5,107-2.4% | $4,212+18.3% |
| Admin fee / account holder | $1,567 | $8,989-82.6% | $12,068-87.0% | $7,344-78.7% |