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 | $73,812 | $93,571-21.1% | $135,903-45.7% | $75,163-1.8% |
| Participation rate | 77.4% | 75.2%+2.2pp | 81.9%-4.5pp | 67.2%+10.2pp |
| Annual return | 23.31% | 30.90%-7.6pp | 68.23%-44.9pp | 160.62%-137.3pp |
| Employer contribution / active EE | $4,696 | $3,537+32.8% | $4,856-3.3% | $2,670+75.9% |
| Participant deferral / active EE | $11,279 | $6,404+76.1% | $7,758+45.4% | $4,125+173.4% |
| Admin fee / account holder | $5,813 | $6,975-16.7% | $10,762-46.0% | $5,651+2.9% |