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 | $65,306 | $93,571-30.2% | $135,903-51.9% | $75,163-13.1% |
| Participation rate | 73.3% | 75.2%-1.8pp | 81.9%-8.6pp | 67.2%+6.1pp |
| Annual return | 28.46% | 30.90%-2.4pp | 68.23%-39.8pp | 160.62%-132.2pp |
| Employer contribution / active EE | $3,671 | $3,537+3.8% | $4,856-24.4% | $2,670+37.5% |
| Participant deferral / active EE | $7,758 | $6,404+21.1% | $7,7580% | $4,125+88.1% |
| Admin fee / account holder | $1,482 | $6,975-78.8% | $10,762-86.2% | $5,651-73.8% |