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 | $74,710 | $57,016+31.0% | $84,966-12.1% | $80,856-7.6% |
| Participation rate | 75.0% | 56.3%+18.7pp | 67.5%+7.5pp | 67.6%+7.4pp |
| Annual return | 12.47% | 21.66%-9.2pp | 66.38%-53.9pp | 35.59%-23.1pp |
| Employer contribution / active EE | $2,032 | $1,798+13.1% | $2,727-25.5% | $2,755-26.2% |
| Participant deferral / active EE | $4,481 | $3,110+44.1% | $4,519-0.9% | $4,296+4.3% |
| Admin fee / account holder | $775 | $4,980-84.4% | $6,149-87.4% | $6,918-88.8% |