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 | $56,308 | $81,248-30.7% | $155,509-63.8% | $80,856-30.4% |
| Participation rate | 78.7% | 66.2%+12.5pp | 78.2%+0.5pp | 67.6%+11.1pp |
| Annual return | 11.33% | 33.31%-22.0pp | 64.67%-53.3pp | 35.59%-24.3pp |
| Employer contribution / active EE | $2,428 | $3,100-21.7% | $4,672-48.0% | $2,755-11.9% |
| Participant deferral / active EE | $4,785 | $3,452+38.6% | $5,626-15.0% | $4,296+11.4% |
| Admin fee / account holder | $490 | $7,997-93.9% | $15,912-96.9% | $6,918-92.9% |