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 | $83,392 | $106,749-21.9% | $145,433-42.7% | $82,448+1.1% |
| Participation rate | 76.6% | 75.6%+0.9pp | 82.1%-5.5pp | 68.1%+8.5pp |
| Annual return | 17.77% | 27.59%-9.8pp | 66.58%-48.8pp | 41.64%-23.9pp |
| Employer contribution / active EE | $4,553 | $3,444+32.2% | $4,5540% | $2,551+78.5% |
| Participant deferral / active EE | $7,369 | $6,519+13.0% | $7,897-6.7% | $4,139+78.0% |
| Admin fee / account holder | $6,967 | $8,390-17.0% | $13,129-46.9% | $7,234-3.7% |