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 | $42,748 | $74,927-42.9% | $101,794-58.0% | $84,808-49.6% |
| Participation rate | 70.7% | 61.4%+9.3pp | 69.2%+1.5pp | 68.3%+2.4pp |
| Annual return | 17.42% | 18.70%-1.3pp | 30.53%-13.1pp | 40.90%-23.5pp |
| Employer contribution / active EE | $2,007 | $1,522+31.9% | $2,289-12.3% | $2,631-23.7% |
| Participant deferral / active EE | $7,474 | $3,099+141.2% | $4,084+83.0% | $4,212+77.5% |
| Admin fee / account holder | $2,489 | $6,514-61.8% | $8,777-71.6% | $7,344-66.1% |