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 | $79,412 | $86,929-8.6% | $102,423-22.5% | $80,856-1.8% |
| Participation rate | 81.6% | 72.4%+9.2pp | 76.5%+5.1pp | 67.6%+13.9pp |
| Annual return | 16.12% | 18.88%-2.8pp | 29.32%-13.2pp | 35.59%-19.5pp |
| Employer contribution / active EE | $1,551 | $2,369-34.5% | $3,023-48.7% | $2,755-43.7% |
| Participant deferral / active EE | $4,196 | $4,118+1.9% | $5,053-17.0% | $4,296-2.3% |
| Admin fee / account holder | $15,945 | $8,049+98.1% | $9,451+68.7% | $6,918+130.5% |