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 | $48,661 | $96,557-49.6% | $80,975-39.9% | $273,961-82.2% |
| Participation rate | 85.0% | 79.1%+5.9pp | 75.8%+9.2pp | 83.0%+2.0pp |
| Annual return | 8.56% | 15.14%-6.6pp | 17.10%-8.5pp | 41.45%-32.9pp |
| Employer contribution / active EE | $1,865 | $4,868-61.7% | $3,714-49.8% | $4,869-61.7% |
| Participant deferral / active EE | $2,873 | $6,598-56.5% | $5,696-49.6% | $5,287-45.7% |
| Admin fee / account holder | $6,029 | $7,492-19.5% | $5,516+9.3% | $10,132-40.5% |