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 | $73,598 | $103,966-29.2% | $112,887-34.8% | $75,163-2.1% |
| Participation rate | 81.8% | 75.7%+6.1pp | 80.5%+1.3pp | 67.2%+14.6pp |
| Annual return | 21.79% | 24.54%-2.8pp | 34.10%-12.3pp | 160.62%-138.8pp |
| Employer contribution / active EE | $4,024 | $3,870+4.0% | $4,563-11.8% | $2,670+50.7% |
| Participant deferral / active EE | $6,360 | $5,456+16.6% | $6,513-2.4% | $4,125+54.2% |
| Admin fee / account holder | $1,593 | $7,663-79.2% | $7,047-77.4% | $5,651-71.8% |