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 | $80,565 | $93,571-13.9% | $135,903-40.7% | $75,163+7.2% |
| Participation rate | 79.5% | 75.2%+4.4pp | 81.9%-2.4pp | 67.2%+12.4pp |
| Annual return | 17.91% | 30.90%-13.0pp | 68.23%-50.3pp | 160.62%-142.7pp |
| Employer contribution / active EE | $3,699 | $3,537+4.6% | $4,856-23.8% | $2,670+38.6% |
| Participant deferral / active EE | $8,009 | $6,404+25.1% | $7,758+3.2% | $4,125+94.1% |
| Admin fee / account holder | $10,726 | $6,975+53.8% | $10,762-0.3% | $5,651+89.8% |