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 | $50,923 | $56,897-10.5% | $84,750-39.9% | $62,891-19.0% |
| Participation rate | 95.0% | 68.5%+26.5pp | 76.6%+18.4pp | 69.3%+25.7pp |
| Annual return | 8.90% | 6.30%+2.6pp | 22.78%-13.9pp | 20.14%-11.2pp |
| Employer contribution / active EE | $3,357 | $2,400+39.9% | $3,574-6.1% | $2,281+47.2% |
| Participant deferral / active EE | $4,673 | $2,709+72.5% | $3,712+25.9% | $3,203+45.9% |
| Admin fee / account holder | $5,430 | $3,581+51.6% | $5,332+1.8% | $4,296+26.4% |