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 | $84,564 | $58,851+43.7% | $115,157-26.6% | $72,985+15.9% |
| Participation rate | 75.0% | 65.5%+9.5pp | 75.9%-0.9pp | 69.5%+5.5pp |
| Annual return | 24.22% | 23.16%+1.1pp | 35.60%-11.4pp | 81.00%-56.8pp |
| Employer contribution / active EE | $1,136 | $1,798-36.8% | $3,179-64.3% | $2,440-53.4% |
| Participant deferral / active EE | $3,313 | $2,643+25.4% | $4,168-20.5% | $3,607-8.2% |
| Admin fee / account holder | $8,106 | $6,370+27.3% | $7,088+14.4% | $5,124+58.2% |