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 | $81,043 | $93,571-13.4% | $135,903-40.4% | $75,163+7.8% |
| Participation rate | 72.1% | 75.2%-3.1pp | 81.9%-9.8pp | 67.2%+4.9pp |
| Annual return | 19.50% | 30.90%-11.4pp | 68.23%-48.7pp | 160.62%-141.1pp |
| Employer contribution / active EE | $2,538 | $3,537-28.2% | $4,856-47.7% | $2,670-4.9% |
| Participant deferral / active EE | $7,316 | $6,404+14.2% | $7,758-5.7% | $4,125+77.4% |
| Admin fee / account holder | $3,270 | $6,975-53.1% | $10,762-69.6% | $5,651-42.1% |