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 | $53,261 | $65,365-18.5% | $92,893-42.7% | $72,985-27.0% |
| Participation rate | 75.0% | 68.3%+6.7pp | 76.0%-1.0pp | 69.5%+5.5pp |
| Annual return | 19.06% | 42.10%-23.0pp | 109.41%-90.4pp | 81.00%-61.9pp |
| Employer contribution / active EE | $1,979 | $2,594-23.7% | $3,653-45.8% | $2,440-18.9% |
| Participant deferral / active EE | $3,968 | $3,128+26.9% | $4,236-6.3% | $3,607+10.0% |
| Admin fee / account holder | $568 | $4,251-86.6% | $5,794-90.2% | $5,124-88.9% |