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 | $78,347 | $123,793-36.7% | $177,821-55.9% | $79,858-1.9% |
| Participation rate | 84.4% | 84.7%-0.3pp | 87.7%-3.3pp | 69.6%+14.7pp |
| Annual return | 13.49% | 22.82%-9.3pp | 48.32%-34.8pp | 31.71%-18.2pp |
| Employer contribution / active EE | $3,516 | $4,095-14.1% | $5,918-40.6% | $2,471+42.3% |
| Participant deferral / active EE | $9,114 | $5,956+53.0% | $7,714+18.2% | $3,740+143.7% |
| Admin fee / account holder | $8,411 | $7,243+16.1% | $12,427-32.3% | $5,306+58.5% |