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 | $69,121 | $56,897+21.5% | $84,750-18.4% | $62,891+9.9% |
| Participation rate | 84.8% | 68.5%+16.3pp | 76.6%+8.3pp | 69.3%+15.5pp |
| Annual return | 6.50% | 6.30%+0.2pp | 22.78%-16.3pp | 20.14%-13.6pp |
| Employer contribution / active EE | $1,446 | $2,400-39.7% | $3,574-59.5% | $2,281-36.6% |
| Participant deferral / active EE | $4,086 | $2,709+50.8% | $3,712+10.1% | $3,203+27.6% |
| Admin fee / account holder | $1,682 | $3,581-53.0% | $5,332-68.5% | $4,296-60.8% |