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 | $75,266 | $79,944-5.9% | $98,439-23.5% | $75,163+0.1% |
| Participation rate | 75.0% | 70.4%+4.6pp | 75.2%-0.2pp | 67.2%+7.8pp |
| Annual return | 16.72% | 19.75%-3.0pp | 21.16%-4.4pp | 160.62%-143.9pp |
| Employer contribution / active EE | $2,060 | $2,264-9.0% | $3,048-32.4% | $2,670-22.8% |
| Participant deferral / active EE | $4,347 | $3,752+15.9% | $4,738-8.3% | $4,125+5.4% |
| Admin fee / account holder | $1,986 | $6,840-71.0% | $8,948-77.8% | $5,651-64.8% |