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 | $58,808 | $51,708+13.7% | $106,619-44.8% | $62,891-6.5% |
| Participation rate | 70.0% | 66.9%+3.1pp | 78.0%-8.0pp | 69.3%+0.7pp |
| Annual return | 5.68% | 4.69%+1.0pp | 9.42%-3.7pp | 20.14%-14.5pp |
| Employer contribution / active EE | $1,211 | $1,764-31.4% | $3,947-69.3% | $2,281-46.9% |
| Participant deferral / active EE | $2,026 | $2,315-12.5% | $3,930-48.4% | $3,203-36.7% |
| Admin fee / account holder | $534 | $3,349-84.1% | $6,418-91.7% | $4,296-87.6% |