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 | $76,572 | $90,503-15.4% | $78,689-2.7% | $273,961-72.0% |
| Participation rate | 80.0% | 76.5%+3.5pp | 73.6%+6.4pp | 83.0%-3.0pp |
| Annual return | 3.47% | 75.60%-72.1pp | 62.18%-58.7pp | 41.45%-38.0pp |
| Employer contribution / active EE | $1,914 | $3,176-39.7% | $2,851-32.8% | $4,869-60.7% |
| Participant deferral / active EE | $6,448 | $3,901+65.3% | $3,517+83.4% | $5,287+22.0% |
| Admin fee / account holder | $9,906 | $5,263+88.2% | $4,510+119.6% | $10,132-2.2% |