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 | $75,734 | $80,673-6.1% | $101,326-25.3% | $84,808-10.7% |
| Participation rate | 80.0% | 77.8%+2.2pp | 81.5%-1.5pp | 68.3%+11.7pp |
| Annual return | 32.49% | 38.95%-6.5pp | 36.82%-4.3pp | 40.90%-8.4pp |
| Employer contribution / active EE | $3,641 | $2,698+35.0% | $3,665-0.6% | $2,631+38.4% |
| Participant deferral / active EE | $6,614 | $6,840-3.3% | $7,994-17.3% | $4,212+57.0% |
| Admin fee / account holder | $1,189 | $12,784-90.7% | $11,185-89.4% | $7,344-83.8% |