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 | $82,199 | $99,341-17.3% | $84,750-3.0% | $273,961-70.0% |
| Participation rate | 75.0% | 80.7%-5.7pp | 76.6%-1.6pp | 83.0%-8.0pp |
| Annual return | 13.53% | 22.93%-9.4pp | 22.78%-9.3pp | 41.45%-27.9pp |
| Employer contribution / active EE | $1,275 | $4,214-69.7% | $3,574-64.3% | $4,869-73.8% |
| Participant deferral / active EE | $6,410 | $4,269+50.1% | $3,712+72.7% | $5,287+21.2% |
| Admin fee / account holder | $437 | $6,644-93.4% | $5,332-91.8% | $10,132-95.7% |