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 | $86,293 | $94,625-8.8% | $116,228-25.8% | $84,808+1.8% |
| Participation rate | 72.3% | 70.4%+1.9pp | 74.6%-2.2pp | 68.3%+4.0pp |
| Annual return | 14.64% | 20.40%-5.8pp | 90.06%-75.4pp | 40.90%-26.3pp |
| Employer contribution / active EE | $1,825 | $2,347-22.2% | $2,994-39.1% | $2,631-30.6% |
| Participant deferral / active EE | $4,093 | $3,972+3.0% | $4,953-17.4% | $4,212-2.8% |
| Admin fee / account holder | $3,209 | $10,091-68.2% | $11,989-73.2% | $7,344-56.3% |