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 | $73,872 | $93,571-21.1% | $135,903-45.6% | $75,163-1.7% |
| Participation rate | 89.7% | 75.2%+14.5pp | 81.9%+7.7pp | 67.2%+22.5pp |
| Annual return | 23.56% | 30.90%-7.3pp | 68.23%-44.7pp | 160.62%-137.1pp |
| Employer contribution / active EE | $3,686 | $3,537+4.2% | $4,856-24.1% | $2,670+38.1% |
| Participant deferral / active EE | $8,114 | $6,404+26.7% | $7,758+4.6% | $4,125+96.7% |
| Admin fee / account holder | $2,131 | $6,975-69.4% | $10,762-80.2% | $5,651-62.3% |