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 | $74,782 | $81,248-8.0% | $155,509-51.9% | $80,856-7.5% |
| Participation rate | 71.9% | 66.2%+5.7pp | 78.2%-6.3pp | 67.6%+4.3pp |
| Annual return | 24.55% | 33.31%-8.8pp | 64.67%-40.1pp | 35.59%-11.0pp |
| Employer contribution / active EE | $1,872 | $3,100-39.6% | $4,672-59.9% | $2,755-32.0% |
| Participant deferral / active EE | $4,401 | $3,452+27.5% | $5,626-21.8% | $4,296+2.4% |
| Admin fee / account holder | $9,209 | $7,997+15.2% | $15,912-42.1% | $6,918+33.1% |