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 | $81,327 | $83,477-2.6% | $125,175-35.0% | $72,985+11.4% |
| Participation rate | 72.2% | 73.3%-1.1pp | 79.8%-7.6pp | 69.5%+2.7pp |
| Annual return | 18.26% | 25.78%-7.5pp | 43.79%-25.5pp | 81.00%-62.7pp |
| Employer contribution / active EE | $1,609 | $2,345-31.4% | $3,865-58.4% | $2,440-34.1% |
| Participant deferral / active EE | $3,647 | $3,585+1.7% | $4,937-26.1% | $3,607+1.1% |
| Admin fee / account holder | $1,362 | $5,517-75.3% | $9,702-86.0% | $5,124-73.4% |