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 | $55,538 | $57,065-2.7% | $75,670-26.6% | $70,131-20.8% |
| Participation rate | 75.0% | 68.1%+6.9pp | 72.3%+2.7pp | 69.5%+5.5pp |
| Annual return | 17.36% | 23.57%-6.2pp | 27.34%-10.0pp | 73.14%-55.8pp |
| Employer contribution / active EE | $611 | $1,817-66.4% | $2,352-74.0% | $2,342-73.9% |
| Participant deferral / active EE | $7,209 | $2,580+179.4% | $3,142+129.4% | $3,332+116.4% |
| Admin fee / account holder | $917 | $3,825-76.0% | $5,800-84.2% | $4,645-80.3% |