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 | $81,672 | $86,929-6.0% | $102,423-20.3% | $80,856+1.0% |
| Participation rate | 72.4% | 72.4%0pp | 76.5%-4.1pp | 67.6%+4.8pp |
| Annual return | 11.73% | 18.88%-7.2pp | 29.32%-17.6pp | 35.59%-23.9pp |
| Employer contribution / active EE | $3,350 | $2,369+41.4% | $3,023+10.8% | $2,755+21.6% |
| Participant deferral / active EE | $6,396 | $4,118+55.3% | $5,053+26.6% | $4,296+48.9% |
| Admin fee / account holder | $2,880 | $8,049-64.2% | $9,451-69.5% | $6,918-58.4% |