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 | $69,260 | $43,327+59.9% | $59,878+15.7% | $64,186+7.9% |
| Participation rate | 76.0% | 69.2%+6.8pp | 74.7%+1.3pp | 69.6%+6.4pp |
| Annual return | 12.18% | -1.55%+13.7pp | 3.46%+8.7pp | 7.63%+4.6pp |
| Employer contribution / active EE | $1,434 | $2,028-29.3% | $2,722-47.3% | $2,381-39.8% |
| Participant deferral / active EE | $3,812 | $2,546+49.7% | $3,402+12.1% | $3,470+9.9% |
| Admin fee / account holder | $10,868 | $3,005+261.7% | $3,590+202.7% | $4,888+122.3% |