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 | $83,461 | $80,717+3.4% | $154,803-46.1% | $84,808-1.6% |
| Participation rate | 76.7% | 66.8%+9.9pp | 78.1%-1.4pp | 68.3%+8.4pp |
| Annual return | 21.49% | 37.96%-16.5pp | 58.88%-37.4pp | 40.90%-19.4pp |
| Employer contribution / active EE | $1,998 | $2,761-27.6% | $4,305-53.6% | $2,631-24.1% |
| Participant deferral / active EE | $4,731 | $3,303+43.2% | $5,540-14.6% | $4,212+12.3% |
| Admin fee / account holder | $3,443 | $6,746-49.0% | $14,329-76.0% | $7,344-53.1% |