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 | $66,200 | $65,685+0.8% | $57,179+15.8% | $273,961-75.8% |
| Participation rate | 75.0% | 78.3%-3.3pp | 75.3%-0.3pp | 83.0%-8.0pp |
| Annual return | 9.19% | 21.99%-12.8pp | 14.59%-5.4pp | 41.45%-32.3pp |
| Employer contribution / active EE | $4,502 | $3,279+37.3% | $2,682+67.8% | $4,869-7.5% |
| Participant deferral / active EE | $5,541 | $3,782+46.5% | $3,096+79.0% | $5,287+4.8% |
| Admin fee / account holder | $814 | $4,835-83.2% | $3,139-74.1% | $10,132-92.0% |