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 | $58,419 | $45,035+29.7% | $62,995-7.3% | $70,131-16.7% |
| Participation rate | 78.9% | 69.5%+9.4pp | 74.8%+4.1pp | 69.5%+9.4pp |
| Annual return | 13.56% | 18.76%-5.2pp | 87.57%-74.0pp | 73.14%-59.6pp |
| Employer contribution / active EE | $1,188 | $2,051-42.1% | $2,759-56.9% | $2,342-49.3% |
| Participant deferral / active EE | $2,932 | $2,465+19.0% | $3,329-11.9% | $3,332-12.0% |
| Admin fee / account holder | $2,539 | $2,834-10.4% | $3,600-29.5% | $4,645-45.3% |