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 | $82,090 | $109,413-25.0% | $156,263-47.5% | $84,808-3.2% |
| Participation rate | 73.0% | 72.7%+0.3pp | 78.9%-5.9pp | 68.3%+4.7pp |
| Annual return | 17.77% | 20.18%-2.4pp | 59.47%-41.7pp | 40.90%-23.1pp |
| Employer contribution / active EE | $2,365 | $2,907-18.7% | $4,333-45.4% | $2,631-10.1% |
| Participant deferral / active EE | $3,741 | $4,590-18.5% | $6,158-39.2% | $4,212-11.2% |
| Admin fee / account holder | $5,636 | $9,357-39.8% | $14,255-60.5% | $7,344-23.3% |