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 | $104,081 | $125,758-17.2% | $169,993-38.8% | $75,163+38.5% |
| Participation rate | 84.0% | 83.6%+0.4pp | 87.0%-3.0pp | 67.2%+16.8pp |
| Annual return | 13.99% | 27.20%-13.2pp | 53.37%-39.4pp | 160.62%-146.6pp |
| Employer contribution / active EE | $2,722 | $4,615-41.0% | $6,785-59.9% | $2,670+2.0% |
| Participant deferral / active EE | $4,791 | $6,837-29.9% | $10,408-54.0% | $4,125+16.1% |
| Admin fee / account holder | $1,353 | $8,173-83.4% | $12,815-89.4% | $5,651-76.1% |