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 | $76,210 | $77,503-1.7% | $100,391-24.1% | $80,856-5.7% |
| Participation rate | 76.6% | 76.9%-0.3pp | 81.5%-4.9pp | 67.6%+9.0pp |
| Annual return | 14.16% | 37.20%-23.0pp | 49.20%-35.0pp | 35.59%-21.4pp |
| Employer contribution / active EE | $2,346 | $2,801-16.2% | $3,942-40.5% | $2,755-14.8% |
| Participant deferral / active EE | $5,445 | $6,820-20.2% | $8,082-32.6% | $4,296+26.8% |
| Admin fee / account holder | $364 | $5,897-93.8% | $7,899-95.4% | $6,918-94.7% |