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 | $80,485 | $99,341-19.0% | $84,750-5.0% | $273,961-70.6% |
| Participation rate | 81.0% | 80.7%+0.3pp | 76.6%+4.4pp | 83.0%-2.1pp |
| Annual return | 5.82% | 22.93%-17.1pp | 22.78%-17.0pp | 41.45%-35.6pp |
| Employer contribution / active EE | $2,875 | $4,214-31.8% | $3,574-19.6% | $4,869-40.9% |
| Participant deferral / active EE | $6,231 | $4,269+46.0% | $3,712+67.9% | $5,287+17.9% |
| Admin fee / account holder | $1,786 | $6,644-73.1% | $5,332-66.5% | $10,132-82.4% |