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 | $87,817 | $95,803-8.3% | $113,168-22.4% | $84,808+3.5% |
| Participation rate | 76.7% | 72.9%+3.8pp | 76.6%+0.1pp | 68.3%+8.4pp |
| Annual return | 14.75% | 25.00%-10.3pp | 24.27%-9.5pp | 40.90%-26.1pp |
| Employer contribution / active EE | $1,958 | $2,360-17.0% | $2,975-34.2% | $2,631-25.6% |
| Participant deferral / active EE | $4,109 | $4,242-3.1% | $5,107-19.5% | $4,212-2.4% |
| Admin fee / account holder | $12,829 | $8,989+42.7% | $12,068+6.3% | $7,344+74.7% |