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 | $47,659 | $77,634-38.6% | $156,549-69.6% | $62,891-24.2% |
| Participation rate | 76.7% | 71.2%+5.5pp | 84.0%-7.3pp | 69.3%+7.4pp |
| Annual return | 7.10% | 50.32%-43.2pp | 32.23%-25.1pp | 20.14%-13.0pp |
| Employer contribution / active EE | $1,913 | $3,444-44.5% | $5,501-65.2% | $2,281-16.1% |
| Participant deferral / active EE | $3,224 | $3,045+5.9% | $4,871-33.8% | $3,203+0.7% |
| Admin fee / account holder | $4,335 | $5,561-22.1% | $13,027-66.7% | $4,296+0.9% |