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 | $68,304 | $70,475-3.1% | $100,516-32.0% | $79,858-14.5% |
| Participation rate | 77.3% | 73.7%+3.6pp | 79.4%-2.1pp | 69.6%+7.6pp |
| Annual return | 18.32% | 21.90%-3.6pp | 30.89%-12.6pp | 31.71%-13.4pp |
| Employer contribution / active EE | $1,764 | $2,165-18.5% | $3,418-48.4% | $2,471-28.6% |
| Participant deferral / active EE | $3,483 | $5,181-32.8% | $6,270-44.4% | $3,740-6.9% |
| Admin fee / account holder | $3,934 | $4,478-12.2% | $8,081-51.3% | $5,306-25.9% |