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 | $80,241 | $93,071-13.8% | $74,583+7.6% | $273,961-70.7% |
| Participation rate | 80.0% | 74.9%+5.1pp | 68.1%+11.9pp | 83.0%-3.0pp |
| Annual return | 8.24% | 26.18%-17.9pp | 20.47%-12.2pp | 41.45%-33.2pp |
| Employer contribution / active EE | $2,641 | $3,160-16.4% | $2,525+4.6% | $4,869-45.8% |
| Participant deferral / active EE | $7,024 | $4,160+68.8% | $3,458+103.1% | $5,287+32.8% |
| Admin fee / account holder | $3,790 | $5,272-28.1% | $4,138-8.4% | $10,132-62.6% |