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 8-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 | $59,854 | $86,929-31.1% | $102,423-41.6% | $80,856-26.0% |
| Participation rate | 70.7% | 72.4%-1.7pp | 76.5%-5.8pp | 67.6%+3.0pp |
| Annual return | 14.09% | 18.88%-4.8pp | 29.32%-15.2pp | 35.59%-21.5pp |
| Employer contribution / active EE | $2,643 | $2,369+11.5% | $3,023-12.6% | $2,755-4.1% |
| Participant deferral / active EE | $6,536 | $4,118+58.7% | $5,053+29.3% | $4,296+52.1% |
| Admin fee / account holder | $2,577 | $8,049-68.0% | $9,451-72.7% | $6,918-62.7% |