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 | $111,553 | $123,793-9.9% | $177,821-37.3% | $79,858+39.7% |
| Participation rate | 80.6% | 84.7%-4.1pp | 87.7%-7.2pp | 69.6%+10.9pp |
| Annual return | 17.26% | 22.82%-5.6pp | 48.32%-31.1pp | 31.71%-14.5pp |
| Employer contribution / active EE | $2,824 | $4,095-31.0% | $5,918-52.3% | $2,471+14.3% |
| Participant deferral / active EE | $8,997 | $5,956+51.1% | $7,714+16.6% | $3,740+140.6% |
| Admin fee / account holder | $5,476 | $7,243-24.4% | $12,427-55.9% | $5,306+3.2% |