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 | $73,552 | $86,929-15.4% | $102,423-28.2% | $80,856-9.0% |
| Participation rate | 100.0% | 72.4%+27.6pp | 76.5%+23.5pp | 67.6%+32.4pp |
| Annual return | 13.74% | 18.88%-5.1pp | 29.32%-15.6pp | 35.59%-21.9pp |
| Employer contribution / active EE | $1,698 | $2,369-28.4% | $3,023-43.9% | $2,755-38.4% |
| Participant deferral / active EE | $4,451 | $4,118+8.1% | $5,053-11.9% | $4,296+3.6% |
| Admin fee / account holder | $8,361 | $8,049+3.9% | $9,451-11.5% | $6,918+20.9% |